Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.11M Sell
2025
Q1
$2.63M Buy
2024
Q4
$2.97M Buy
2024
Q3
$260K Buy
2024
Q2
$288K Sell
2024
Q1
$280K Sell
2023
Q4
$311K Sell
2023
Q3
$234K Sell
2023
Q2
$255K Sell
2023
Q1
$315K Buy
2022
Q4
$204K Buy
2022
Q3
$213K Sell
2022
Q2
$254K Sell
2022
Q1
$909K Buy
2021
Q4
$1.06M Buy
2021
Q3
$787K Buy
2021
Q2
$554K Sell
2021
Q1
$460K Buy
2020
Q4
$495K Buy
2020
Q3
$301K Buy