Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$532K Sell
2025
Q1
$717K Sell
2024
Q4
$868K Buy
2024
Q3
$784K Sell
2024
Q2
$863K Sell
2024
Q1
$1.26M Sell
2023
Q4
$1.33M Buy
2023
Q3
$1.17M Buy
2023
Q2
$841K Sell
2023
Q1
$744K Buy
2022
Q4
$626K Buy
2022
Q3
$451K Buy
2022
Q2
$247K Buy
2020
Q1
Sell
2019
Q4
$246K Sell
2019
Q3
$504K Buy