Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$758K Sell
2025
Q1
$846K Sell
2024
Q4
$4.24M Sell
2024
Q3
$6.94M Sell
2024
Q2
$11.3M Buy
2024
Q1
$5.41M Buy
2023
Q4
$2.32M Sell
2023
Q3
$1.59M Buy
2023
Q2
$447K Buy
2023
Q1
$21K Sell
2022
Q4
$20.6K Buy
2022
Q3
$32K Sell
2022
Q2
$169K Sell
2022
Q1
$2.02M Buy
2021
Q4
$1.62M Buy
2021
Q3
$948K Buy
2021
Q2
$15K Buy