Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
2025
Q1
$571K Buy
2024
Q4
$578K Buy
2024
Q3
$479K Sell
2024
Q2
$625K Buy
2024
Q1
$426K Buy
2023
Q4
Sell
2023
Q3
$1.05M Sell
2023
Q2
$2.9M Buy
2023
Q1
Sell
2022
Q4
$3.27M Sell
2022
Q3
$2.91M Buy
2022
Q2
$2.27M Buy
2022
Q1
$2.49M Sell
2021
Q4
$3.4M Buy
2021
Q3
$1.85M Sell
2021
Q2
$7.68M Buy
2021
Q1
$843K Sell
2020
Q4
$1.39M Buy
2020
Q3
$1.08M Buy