Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
2025
Q1
$1.12M Sell
2024
Q4
$1.2M Sell
2024
Q3
$1.16M Sell
2024
Q2
$1.2M Sell
2024
Q1
$1.04M Buy
2023
Q4
$762K Sell
2023
Q3
$780K Sell
2023
Q2
$913K Hold
2023
Q1
$842K Buy
2022
Q4
$646K Buy
2022
Q3
$630K Buy
2022
Q2
$509K Sell
2022
Q1
$620K Sell
2021
Q4
$710K Buy
2021
Q3
$549K Sell
2021
Q2
$511K Sell
2021
Q1
$482K Buy
2020
Q4
$501K Buy
2020
Q3
$388K Sell
2020
Q2
$568K Buy