Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.25M Sell
2024
Q4
$1.51M Buy
2024
Q3
$1.39M Sell
2024
Q2
$1.25M Sell
2024
Q1
$1.49M Buy
2023
Q4
$1.18M Buy
2023
Q3
$918K Buy
2023
Q2
$768K Buy
2023
Q1
$712K Sell
2022
Q4
$776K Sell
2022
Q3
$733K Buy
2022
Q2
$462K Buy
2022
Q1
$320K Buy
2021
Q4
$302K Buy
2021
Q3
$244K Buy
2021
Q2
$242K Buy
2021
Q1
$172K Buy
2020
Q4
$141K Buy
2020
Q3
$117K Buy