Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
2025
Q1
$748K Buy
2024
Q4
$1.16M Sell
2024
Q3
$1.02M Sell
2024
Q2
$1.16M Buy
2024
Q1
$1.07M Sell
2023
Q4
$894K Buy
2023
Q3
$685K Sell
2023
Q2
$693K Buy
2023
Q1
$395K Buy
2022
Q4
Sell
2022
Q3
$275K Buy
2022
Q2
$232K Sell
2022
Q1
$397K Buy
2021
Q4
$640K Sell
2021
Q3
$631K Sell
2021
Q2
$732K Sell
2021
Q1
$557K Buy
2020
Q4
$517K Buy