Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
2025
Q1
$1.2M Sell
2024
Q4
$1.18M Sell
2024
Q3
$1.05M Sell
2024
Q2
$1.07M Buy
2024
Q1
$1.12M Sell
2023
Q4
$1.06M Buy
2023
Q3
$931K Buy
2023
Q2
$844K Sell
2023
Q1
$843K Sell
2022
Q4
$831K Buy
2022
Q3
$654K Buy
2022
Q2
$717K Sell
2022
Q1
$861K Hold
2021
Q4
$861K Sell
2021
Q3
$999K Sell
2021
Q2
$1.08M Buy
2021
Q1
$914K Sell
2020
Q4
$966K Sell
2020
Q3
$893K Buy
2020
Q2
$859K Buy