Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
2025
Q1
$1.27M Buy
2024
Q4
$950K Buy
2024
Q3
$670K Buy
2024
Q2
$565K Buy
2024
Q1
$504K Sell
2023
Q4
$540K Sell
2023
Q3
$478K Buy
2023
Q2
$501K Sell
2023
Q1
$571K Buy
2022
Q4
$411K Sell
2022
Q3
$378K Sell
2022
Q2
$417K Sell
2022
Q1
$558K Buy
2021
Q4
$673K Sell
2021
Q3
$601K Buy
2021
Q1
$693K Buy