Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$847K Sell
2025
Q1
$992K Buy
2024
Q4
$952K Buy
2024
Q3
$1.12M Sell
2024
Q2
$1.47M Buy
2024
Q1
$1.43M Sell
2023
Q4
$2.03M Buy
2023
Q3
$1.03M Buy
2023
Q2
$921K Sell
2023
Q1
$1.13M Buy
2022
Q4
$981K Buy
2022
Q3
$736K Buy
2022
Q2
$803K Sell
2022
Q1
$1.1M Buy
2021
Q4
$784K Buy
2021
Q3
$599K Sell
2021
Q2
$835K Sell
2021
Q1
$838K Buy