Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Hold
2025
Q1
$1.09M Buy
2024
Q4
$979K Sell
2024
Q3
$863K Buy
2024
Q2
$816K Buy
2024
Q1
$858K Sell
2023
Q4
$816K Buy
2023
Q3
$718K Sell
2023
Q2
$745K Sell
2023
Q1
$886K Sell
2022
Q4
$866K Sell
2022
Q3
$801K Buy
2022
Q2
$886K Sell
2022
Q1
$3.02M Buy
2021
Q4
$2.4M Buy
2021
Q3
$2.38M Buy
2021
Q2
$1.23M Sell
2021
Q1
$1.13M Sell
2020
Q4
$1.65M Buy