Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$655K Sell
2025
Q1
$820K Buy
2024
Q4
$538K Sell
2024
Q3
$664K Sell
2024
Q2
$1.12M Sell
2024
Q1
$1.11M Sell
2023
Q4
$2.28M Buy
2023
Q3
$762K Buy
2023
Q2
$444K Sell
2023
Q1
$469K Buy
2022
Q4
$308K Sell
2022
Q3
$449K Sell
2022
Q2
$15.6M Buy
2022
Q1
$19.8M Buy
2021
Q4
$17.4M Buy
2021
Q3
$15.1M Buy
2021
Q2
$15.1M Buy
2021
Q1
$8.4M Buy
2020
Q4
$1.84M Buy