Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$773K Sell
2025
Q1
$961K Sell
2024
Q4
$1.02M Sell
2024
Q3
$1.07M Buy
2024
Q2
$812K Sell
2024
Q1
$1.19M Buy
2023
Q4
$1.01M Buy
2023
Q3
$979K Sell
2023
Q2
$1.15M Buy
2023
Q1
$736K Sell
2022
Q4
$848K Sell
2022
Q3
$655K Buy
2022
Q2
$555K Buy
2022
Q1
$678K Sell
2021
Q4
$555K Buy
2021
Q3
$492K Sell
2021
Q2
$779K Buy
2021
Q1
$694K Buy