Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$803K Buy
2025
Q1
$892K Buy
2024
Q4
Sell
2024
Q3
$204K Sell
2024
Q2
$250K Buy
2024
Q1
$249K Sell
2023
Q4
$241K Buy
2023
Q3
$262K Buy
2023
Q2
$226K Buy
2023
Q1
$219K Sell
2022
Q4
$994K Sell
2022
Q3
$1.04M Sell
2022
Q2
$1.08M Buy
2022
Q1
$837K Sell
2021
Q4
$719K Buy
2021
Q3
$468K Buy
2021
Q2
$392K Buy
2021
Q1
$348K Buy