Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$719K Sell
2025
Q1
$726K Sell
2024
Q4
$988K Buy
2024
Q3
$1.12M Buy
2024
Q2
$842K Buy
2024
Q1
$1.04M Sell
2023
Q4
$1.21M Sell
2023
Q3
$1.08M Sell
2023
Q2
$1.4M Sell
2023
Q1
$1.56M Sell
2022
Q4
$1.52M Buy
2022
Q3
$861K Sell
2022
Q2
$1.06M Buy
2022
Q1
$1.37M Buy
2021
Q4
$22K Sell
2021
Q3
$1.25M Buy
2021
Q2
$1.32M Sell
2021
Q1
$1.19M Buy
2020
Q4
$1.05M Buy