Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$588K Sell
2025
Q1
$1.34M Sell
2024
Q4
$1.6M Sell
2024
Q3
$1.59M Buy
2024
Q2
$1.73M Buy
2024
Q1
$2.21M Sell
2023
Q4
$1.88M Sell
2023
Q3
$1.44M Buy
2023
Q2
$1.07M Buy
2023
Q1
$747K Sell
2022
Q4
$655K Sell
2022
Q3
$708K Buy
2022
Q2
$771K Buy
2022
Q1
$791K Sell
2021
Q4
$1.68M Sell
2021
Q3
$1.3M Sell
2021
Q2
$1.35M Sell
2021
Q1
$1.45M Buy