Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$734K Buy
2025
Q1
$628K Sell
2024
Q4
$639K Sell
2024
Q3
$574K Buy
2024
Q2
$442K Sell
2024
Q1
$549K Buy
2023
Q4
$344K Sell
2023
Q3
$692K Sell
2023
Q2
$1.07M Sell
2023
Q1
$1.13M Buy
2022
Q4
$930K Buy
2022
Q3
$703K Buy
2022
Q2
$711K Sell
2022
Q1
$940K Buy
2021
Q4
$852K Buy
2021
Q3
$708K Buy
2021
Q2
$587K Buy
2021
Q1
$548K Buy
2020
Q4
$407K Buy