Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$882K Sell
2025
Q1
$814K Sell
2024
Q4
$854K Sell
2024
Q3
$1.94M Sell
2024
Q2
$3.97M Sell
2024
Q1
$4.23M Sell
2023
Q4
$4.03M Sell
2023
Q3
$3.64M Buy
2023
Q2
$3.32M Buy
2023
Q1
$1.33M Buy
2022
Q4
$676K Sell
2022
Q3
$791K Buy
2022
Q2
$248K Buy
2022
Q1
$256K Sell
2021
Q4
$304K Sell
2021
Q3
$256K Sell
2021
Q2
$252K Sell
2021
Q1
$257K Buy