Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$826K Sell
2025
Q1
$937K Sell
2024
Q4
$1.43M Buy
2024
Q3
$1.21M Sell
2024
Q2
$1.11M Sell
2024
Q1
$1.76M Buy
2023
Q4
$879K Sell
2023
Q3
$801K Sell
2023
Q2
$1.31M Sell
2023
Q1
$1.4M Sell
2022
Q4
$1.7M Sell
2022
Q3
$1.97M Sell
2022
Q2
$2.24M Sell
2022
Q1
$2.96M Sell
2021
Q4
$4.44M Sell
2021
Q3
$4.99M Sell
2021
Q2
$5.4M Sell
2021
Q1
$4.82M Buy
2020
Q4
$2.22M Buy