Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.11M Sell
2025
Q1
$947K Sell
2024
Q4
$1.11M Buy
2024
Q3
$699K Buy
2024
Q2
$553K Sell
2024
Q1
$528K Buy
2023
Q4
$340K Buy
2023
Q3
$215K Sell
2023
Q2
$256K Buy
2023
Q1
$275K Buy
2022
Q1
Sell
2021
Q4
$221K Buy
2021
Q3
$243K Buy
2021
Q2
$238K Buy