Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
2025
Q1
$1.15M Sell
2024
Q4
$1.21M Buy
2024
Q3
$1.05M Sell
2024
Q2
$1.02M Buy
2024
Q1
$996K Buy
2023
Q4
$591K Sell
2023
Q3
$1.24M Sell
2023
Q2
$1.3M Buy
2023
Q1
$1.04M Buy
2022
Q4
$736K Buy
2022
Q3
$611K Buy
2022
Q2
$578K Buy
2022
Q1
$713K Buy
2021
Q4
$795K Sell
2021
Q3
$692K Buy
2020
Q3
Sell
2020
Q2
$378K Sell
2020
Q1
$390K Sell
2019
Q4
$480K Sell
2019
Q3
$633K Buy