Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1M Sell
2025
Q1
$771K Buy
2024
Q4
$938K Buy
2024
Q3
$764K Sell
2024
Q2
$731K Sell
2024
Q1
$752K Hold
2023
Q4
$752K Sell
2023
Q3
$1.16M Sell
2023
Q2
$1.75M Buy
2023
Q1
$1.2M Sell
2022
Q4
$1.72M Buy
2022
Q3
$1.24M Sell
2022
Q2
$1.71M Buy
2022
Q1
$1.42M Sell
2021
Q4
$1.8M Sell
2021
Q3
$1.55M Buy
2020
Q2
Sell
2020
Q1
$11K Buy