Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$614K Sell
2024
Q4
$725K Buy
2024
Q3
$788K Buy
2024
Q2
$832K Sell
2024
Q1
$1.77M Buy
2023
Q4
$2.01M Sell
2023
Q3
$1.72M Buy
2023
Q2
$1.65M Sell
2023
Q1
$1.31M Sell
2022
Q4
$1.15M Buy
2022
Q3
$754K Buy
2022
Q2
$546K Buy
2022
Q1
$442K Buy
2021
Q4
$495K Sell
2021
Q3
$594K Buy
2021
Q2
$589K Buy
2021
Q1
$260K Buy
2016
Q4
Sell
2016
Q3
$532K Buy