Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$772K Sell
2025
Q1
$837K Sell
2024
Q4
$1.05M Sell
2024
Q3
$1.79M Sell
2024
Q2
$9.76M Buy
2024
Q1
$8.41M Buy
2023
Q4
$9.21M Buy
2023
Q3
$5.71M Sell
2023
Q2
$6.67M Sell
2023
Q1
$7.59M Buy
2022
Q4
$5.29M Sell
2022
Q3
$4.33M Buy
2022
Q2
$5.26M Buy
2022
Q1
$6.72M Buy
2021
Q4
$7.63M Buy