Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.88M Sell
2025
Q1
$2.13M Sell
2024
Q4
$3.47M Sell
2024
Q3
$2.79M Sell
2024
Q2
$2.66M Buy
2024
Q1
$2.35M Buy
2023
Q4
$592K Buy
2023
Q3
$400K Sell
2023
Q2
$474K Buy
2023
Q1
$342K Sell
2022
Q4
$1.53M Sell
2022
Q3
$1.23M Buy
2022
Q2
$1.24M Buy
2022
Q1
$815K Buy
2021
Q4
$1.56M Buy
2021
Q3
$1.93M Buy
2021
Q2
$1.32M Buy
2021
Q1
$1.13M Buy
2020
Q4
$1.02M Buy
2020
Q3
$716K Buy
2020
Q2
$597K Buy