Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.41M Buy
2024
Q4
$3.09M Buy
2024
Q3
$2.84M Buy
2024
Q2
$2.95M Sell
2024
Q1
$3.73M Sell
2023
Q4
$2.85M Sell
2023
Q3
$2.67M Sell
2023
Q2
$2.37M Sell
2023
Q1
$1.91M Buy
2022
Q4
$1.24M Buy
2022
Q3
$1.09M Buy
2022
Q2
$1.02M Buy
2022
Q1
$1.28M Buy
2021
Q4
$1.34M Buy
2021
Q3
$855K Buy
2021
Q2
$703K Buy
2021
Q1
$701K Buy