Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
2025
Q1
$1.03M Buy
2024
Q4
$764K Buy
2024
Q3
$464K Buy
2024
Q2
$618K Buy
2024
Q1
$711K Buy
2023
Q4
$632K Sell
2023
Q3
$477K Buy
2023
Q2
$552K Sell
2023
Q1
$587K Sell
2022
Q4
$604K Sell
2022
Q3
$496K Buy
2022
Q2
$438K Buy
2022
Q1
$705K Buy
2021
Q4
$721K Buy
2021
Q3
$728K Buy
2021
Q1
$495K Buy