Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
2025
Q1
$1.08M Buy
2024
Q4
$761K Sell
2024
Q3
$807K Sell
2024
Q2
$777K Buy
2024
Q1
$669K Sell
2023
Q4
$636K Hold
2023
Q3
$544K Sell
2023
Q2
$527K Sell
2023
Q1
$489K Hold
2022
Q4
$489K Buy
2022
Q3
$496K Hold
2022
Q2
$504K Buy
2022
Q1
$561K Sell
2021
Q4
$556K Buy
2021
Q3
$421K Buy