Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$743K Sell
2025
Q1
$812K Sell
2024
Q4
$1.23M Buy
2024
Q3
$494K Sell
2024
Q2
$591K Sell
2024
Q1
$1.56M Buy
2023
Q4
$793K Buy
2023
Q3
$387K Sell
2023
Q2
$426K Sell
2023
Q1
$413K Sell
2022
Q4
$384K Buy
2022
Q3
$286K Sell
2022
Q2
$327K Sell
2022
Q1
$372K Sell
2021
Q4
$405K Buy
2021
Q3
$408K Buy
2021
Q2
$427K Sell
2021
Q1
$798K Buy
2020
Q4
$733K Buy