Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
2025
Q1
$812K Buy
2024
Q4
$724K Sell
2024
Q3
$942K Buy
2024
Q2
$416K Sell
2024
Q1
$1.2M Buy
2023
Q4
$319K Buy
2023
Q3
$222K Sell
2023
Q2
$1.03M Buy
2023
Q1
$818K Buy
2022
Q4
$740K Hold
2022
Q3
$629K Buy
2022
Q2
$584K Sell
2022
Q1
$723K Buy
2021
Q4
$742K Sell
2021
Q3
$644K Buy
2021
Q2
$513K Buy
2021
Q1
$419K Buy
2020
Q4
$231K Buy