Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
2025
Q1
$1.2M Buy
2024
Q4
$1.27M Buy
2024
Q3
$1.02M Buy
2024
Q2
$1.14M Buy
2024
Q1
$518K Buy
2023
Q4
Sell
2023
Q3
$628K Sell
2023
Q2
$750K Hold
2023
Q1
$707K Sell
2022
Q4
$775K Sell
2022
Q3
$791K Sell
2022
Q2
$683K Sell
2022
Q1
$993K Sell
2021
Q4
$980K Sell
2021
Q3
$828K Sell
2021
Q2
$1.01M Sell
2021
Q1
$917K Buy
2018
Q2
Sell
2018
Q1
$915K Sell
2017
Q4
$870K Buy