Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$816K Sell
2025
Q1
$1.35M Buy
2024
Q4
$1.07M Buy
2024
Q3
$1.2M Buy
2024
Q2
$972K Sell
2024
Q1
$1.49M Buy
2023
Q4
$1.34M Buy
2023
Q3
$858K Buy
2023
Q2
$1.1M Buy
2023
Q1
$1.05M Sell
2022
Q4
$1.08M Sell
2022
Q3
$1.04M Buy
2022
Q2
$823K Sell
2022
Q1
$1.03M Sell
2021
Q4
$936K Sell
2021
Q3
$838K Buy
2021
Q2
$542K Buy
2021
Q1
$354K Buy