Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$761K Sell
2025
Q1
$895K Sell
2024
Q4
$1.27M Buy
2024
Q3
$1.13M Buy
2024
Q2
$1.23M Buy
2024
Q1
$722K Buy
2023
Q4
$270K Buy
2023
Q3
$202K Sell
2023
Q2
$296K Buy
2023
Q1
$203K Sell
2022
Q4
$217K Buy
2022
Q3
Sell
2022
Q2
$200K Buy
2022
Q1
Sell
2021
Q4
$19K Buy