Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$910K Sell
2025
Q1
$1.01M Buy
2024
Q4
$870K Sell
2024
Q3
$1.19M Sell
2024
Q2
$1.06M Sell
2024
Q1
$1.1M Buy
2023
Q4
$1.02M Buy
2023
Q3
$849K Buy
2023
Q2
$771K Buy
2023
Q1
$576K Buy
2022
Q4
$340K Sell
2022
Q3
$373K Buy
2022
Q2
$344K Buy
2022
Q1
$360K Sell
2021
Q4
$592K Buy
2021
Q3
$281K Buy