Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.64M Buy
2025
Q1
$2.04M Buy
2024
Q4
$926K Buy
2024
Q3
$649K Buy
2023
Q2
Sell
2023
Q1
$234K Sell
2022
Q4
$262K Buy
2022
Q3
Sell
2022
Q2
$301K Buy
2022
Q1
$276K Buy
2021
Q4
$532K Sell
2021
Q3
$597K Sell
2021
Q2
$650K Buy
2021
Q1
$342K Sell
2020
Q4
$405K Sell
2020
Q3
$355K Sell
2020
Q2
$351K Buy