Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$838K Sell
2025
Q1
$1.7M Sell
2024
Q4
$1.92M Buy
2024
Q3
$1.19M Buy
2024
Q2
$1.3M Buy
2024
Q1
$708K Buy
2023
Q4
$424K Buy
2023
Q3
$254K Sell
2023
Q2
$326K Sell
2023
Q1
$395K Sell
2022
Q4
$400K Sell
2022
Q3
$460K Buy
2022
Q2
Sell
2022
Q1
$422K Buy
2021
Q4
$374K Buy
2021
Q3
$329K Buy