Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$856K Buy
2025
Q1
$904K Buy
2024
Q4
$833K Sell
2024
Q3
$1.02M Sell
2024
Q2
$1.01M Buy
2024
Q1
$394K Buy
2023
Q4
$429K Buy
2023
Q3
$352K Sell
2023
Q2
$359K Buy
2023
Q1
$315K Buy
2022
Q4
$247K Buy
2022
Q3
$237K Buy
2022
Q2
$211K Sell
2022
Q1
$283K Sell
2021
Q4
$368K Buy
2021
Q3
$256K Buy
2021
Q2
$222K Buy