Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.12M Sell
2025
Q1
$6.42M Buy
2024
Q4
$6.16M Sell
2024
Q3
$5.74M Buy
2024
Q2
$4.99M Buy
2024
Q1
$5.19M Buy
2023
Q4
$3.02M Buy
2023
Q3
$697K Sell
2023
Q2
$753K Buy
2023
Q1
$752K Buy
2022
Q4
$690K Sell
2022
Q3
$574K Sell
2022
Q2
$597K Buy
2022
Q1
$712K Sell
2021
Q4
$861K Buy
2021
Q3
$743K Buy
2021
Q2
$718K Buy
2021
Q1
$698K Sell
2020
Q4
$613K Buy