Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
2025
Q1
$1.35M Buy
2024
Q4
$679K Sell
2024
Q3
$770K Sell
2024
Q2
$704K Buy
2024
Q1
$607K Sell
2023
Q4
$710K Buy
2023
Q3
$586K Buy
2023
Q2
$503K Buy
2023
Q1
$553K Sell
2022
Q4
$1.43M Sell
2022
Q3
$1.44M Sell
2022
Q2
$1.54M Buy
2022
Q1
$1.48M Sell
2021
Q4
$1.49M Buy
2021
Q3
$1.08M Buy
2021
Q2
$1.13M Buy
2021
Q1
$1.06M Sell
2020
Q4
$1.13M Buy
2020
Q3
$753K Buy
2020
Q2
$800K Buy
2020
Q1
$523K Buy