Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.58M Sell
2025
Q1
$2.47M Sell
2024
Q4
$2.68M Buy
2024
Q3
$2.27M Buy
2024
Q2
$293K Sell
2024
Q1
$458K Buy
2023
Q4
$455K Sell
2023
Q3
$783K Buy
2023
Q2
$548K Sell
2023
Q1
$560K Sell
2022
Q4
$3.25M Buy
2022
Q3
$418K Sell
2022
Q2
$448K Buy
2022
Q1
$583K Sell
2021
Q4
$1.66M Sell
2021
Q3
$2.35M Sell
2021
Q2
$3.05M Sell
2021
Q1
$2.89M Buy