Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
2025
Q1
$1.44M Buy
2024
Q4
$777K Buy
2024
Q3
$561K Buy
2024
Q2
$543K Buy
2024
Q1
$641K Sell
2023
Q4
$512K Sell
2023
Q3
$489K Buy
2023
Q2
$400K Sell
2023
Q1
$412K Sell
2022
Q4
$395K Sell
2022
Q3
$352K Buy
2022
Q2
$330K Buy
2022
Q1
$347K Sell
2021
Q4
$355K Sell
2021
Q3
$331K Buy
2021
Q1
$382K Buy