Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$879K Sell
2024
Q4
$717K Sell
2024
Q3
$986K Buy
2024
Q2
$1.18M Buy
2024
Q1
$1.22M Sell
2023
Q4
$1.07M Buy
2023
Q3
$1.24M Buy
2023
Q2
$998K Sell
2023
Q1
$1.07M Buy
2022
Q4
$1.06M Buy
2022
Q3
$905K Buy
2022
Q2
$888K Sell
2022
Q1
$919K Buy
2021
Q4
$560K Sell
2021
Q3
$485K Buy
2021
Q2
$476K Buy
2021
Q1
$437K Buy