Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.83M Buy
2025
Q1
$1.75M Sell
2024
Q4
$1.67M Sell
2024
Q3
$1.48M Buy
2024
Q2
$1.37M Sell
2024
Q1
$1.48M Sell
2023
Q4
$1.57M Buy
2023
Q3
$1.36M Buy
2023
Q2
$1.36M Buy
2023
Q1
$766K Buy
2022
Q4
$700K Buy
2022
Q3
$590K Sell
2022
Q2
$675K Sell
2022
Q1
$794K Sell
2021
Q4
$858K Buy
2021
Q3
$731K Sell
2021
Q2
$841K Buy
2021
Q1
$721K Buy
2020
Q4
$693K Buy