Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$822K Sell
2025
Q1
$751K Buy
2024
Q4
Sell
2024
Q3
$1.29M Buy
2024
Q2
$1.19M Buy
2024
Q1
$830K Buy
2023
Q4
$633K Buy
2023
Q3
$441K Sell
2023
Q2
$607K Buy
2023
Q1
$372K Buy
2022
Q4
Sell
2022
Q3
$331K Buy
2022
Q2
$210K Buy
2022
Q1
$319K Buy
2021
Q4
Sell
2021
Q3
$488K Buy