Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$359K Buy
2025
Q1
$324K Sell
2024
Q4
$384K Buy
2024
Q3
$424K Buy
2024
Q2
$355K Sell
2024
Q1
$718K Sell
2023
Q4
$750K Sell
2023
Q3
$619K Sell
2023
Q2
$929K Sell
2023
Q1
$1.1M Sell
2022
Q4
$11.6M Sell
2022
Q3
$10M Buy
2022
Q2
$9.64M Buy
2022
Q1
$10.8M Sell
2021
Q4
$11.3M Buy
2021
Q3
$9.6M Sell
2021
Q2
$10.2M Buy
2021
Q1
$8.97M Buy
2020
Q4
$9.21M Buy
2020
Q3
$8.64M Sell
2020
Q2
$7.07M Buy