Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$829K Sell
2025
Q1
$640K Sell
2024
Q4
$637K Sell
2024
Q3
$965K Sell
2024
Q2
$1.2M Buy
2024
Q1
$981K Sell
2023
Q4
$2.16M Buy
2023
Q3
$1.56M Buy
2023
Q2
$1.52M Buy
2023
Q1
$1.06M Buy
2022
Q4
$920K Buy
2022
Q3
$654K Buy
2022
Q2
$548K Buy
2022
Q1
$212K Buy
2021
Q4
$220K Buy
2020
Q1
Sell
2019
Q4
$216K Buy