Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
2025
Q1
$880K Buy
2024
Q4
$810K Buy
2024
Q3
$969K Sell
2024
Q2
$1.04M Buy
2024
Q1
$755K Buy
2023
Q4
$406K Hold
2023
Q3
$321K Buy
2023
Q2
$324K Hold
2023
Q1
$266K Buy
2022
Q4
$235K Hold
2022
Q3
$189K Sell
2022
Q2
$280K Buy
2022
Q1
$321K Hold
2021
Q4
$377K Buy
2021
Q3
$279K Buy
2021
Q2
$144K Buy
2021
Q1
$73K Buy