Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.82M Buy
2025
Q1
$1.1M Sell
2024
Q4
$1.08M Buy
2024
Q3
$630K Sell
2024
Q2
$705K Sell
2024
Q1
$957K Sell
2023
Q4
$846K Sell
2023
Q3
$701K Buy
2023
Q2
$572K Buy
2023
Q1
$265K Buy
2022
Q2
Sell
2022
Q1
$617K Buy
2021
Q4
$519K Sell
2021
Q3
$815K Buy
2021
Q2
$804K Sell
2021
Q1
$909K Buy
2020
Q4
$783K Sell
2020
Q3
$568K Sell
2020
Q2
$486K Buy
2020
Q1
$420K Buy