Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$901K Sell
2025
Q1
$1.11M Sell
2024
Q4
$2.65M Buy
2024
Q3
$2.97M Sell
2024
Q2
$3.29M Buy
2024
Q1
$3.46M Buy
2023
Q4
$2.34M Buy
2023
Q3
$2.1M Buy
2023
Q2
$1.89M Buy
2023
Q1
$1.5M Buy
2022
Q4
$1.46M Sell
2022
Q3
$1.18M Buy
2022
Q2
$841K Sell
2022
Q1
$802K Buy
2021
Q4
$699K Buy
2021
Q3
$467K Sell
2021
Q2
$699K Sell
2021
Q1
$1.02M Buy
2020
Q4
$254K Sell
2020
Q3
$2.31M Buy
2020
Q2
$23K Buy