Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
2025
Q1
$1.45M Buy
2024
Q4
$813K Sell
2024
Q3
$1.2M Buy
2024
Q2
$829K Sell
2024
Q1
$1.5M Buy
2023
Q4
$593K Sell
2023
Q3
$643K Buy
2023
Q2
$395K Sell
2023
Q1
$453K Sell
2022
Q4
$323K Sell
2022
Q3
$402K Buy
2022
Q2
$325K Buy
2022
Q1
$606K Buy
2021
Q4
$543K Buy