Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$798K Sell
2025
Q1
$1.41M Sell
2024
Q4
$1.92M Buy
2024
Q3
$1.62M Buy
2024
Q2
$1.76M Sell
2024
Q1
$1.29M Buy
2023
Q4
$831K Buy
2023
Q3
$1.19M Buy
2023
Q2
$1.13M Sell
2023
Q1
$1.25M Sell
2022
Q4
$1.48M Buy
2022
Q3
$1.77M Buy
2022
Q2
$649K Buy
2022
Q1
$621K Sell
2021
Q4
$711K Buy
2021
Q3
$967K Buy