Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
2025
Q1
$1.24M Sell
2024
Q4
$1.23M Buy
2024
Q3
$1.01M Sell
2024
Q2
$998K Buy
2024
Q1
$655K Sell
2023
Q4
$607K Buy
2023
Q3
$494K Buy
2023
Q2
$456K Buy
2023
Q1
$376K Buy
2022
Q4
$305K Buy
2022
Q3
$274K Buy
2022
Q2
$261K Buy
2022
Q1
$297K Buy
2021
Q4
$288K Buy
2021
Q3
$215K Buy
2020
Q4
Sell
2020
Q3
$546K Buy
2020
Q2
$439K Buy