Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
2025
Q1
$998K Sell
2024
Q4
$993K Buy
2024
Q3
$875K Buy
2024
Q2
$773K Buy
2024
Q1
$792K Buy
2023
Q4
$793K Buy
2023
Q3
$824K Sell
2023
Q2
$811K Buy
2023
Q1
$818K Buy
2022
Q4
$723K Sell
2022
Q3
$622K Buy
2022
Q2
$633K Sell
2022
Q1
$748K Buy
2021
Q4
$957K Sell
2021
Q3
$851K Sell
2021
Q2
$840K Buy
2021
Q1
$799K Buy