Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
2025
Q1
$1.05M Buy
2024
Q4
$846K Sell
2024
Q3
$1.04M Sell
2024
Q2
$1.39M Sell
2024
Q1
$1.55M Sell
2023
Q4
$1.35M Buy
2023
Q3
$698K Buy
2023
Q2
$643K Buy
2023
Q1
$619K Buy
2022
Q4
$654K Buy
2022
Q3
$508K Buy
2022
Q2
$599K Buy
2022
Q1
$549K Buy
2021
Q4
$561K Sell
2021
Q3
$618K Buy
2021
Q2
$589K Buy
2021
Q1
$518K Buy
2020
Q4
$456K Buy