Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$523K Buy
2025
Q1
$515K Sell
2024
Q4
$486K Sell
2024
Q3
$701K Sell
2024
Q2
$1.01M Buy
2024
Q1
$1.42M Sell
2023
Q4
$1.66M Sell
2023
Q3
$1.28M Sell
2023
Q2
$1.24M Sell
2023
Q1
$1.28M Sell
2022
Q4
$1.18M Buy
2022
Q3
$1.1M Buy
2022
Q2
$1.34M Buy
2022
Q1
$1.52M Buy
2021
Q4
$1.57M Buy
2021
Q3
$1.37M Buy
2021
Q2
$1.35M Buy
2021
Q1
$1.39M Buy
2020
Q4
$939K Buy