Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.41M Sell
2025
Q1
$1.56M Sell
2024
Q4
$1.41M Sell
2024
Q3
$1.87M Buy
2024
Q2
$1.01M Buy
2024
Q1
$565K Buy
2023
Q4
$423K Buy
2023
Q3
$366K Buy
2023
Q2
$259K Buy
2023
Q1
$201K Buy
2022
Q4
Sell
2022
Q3
$163K Buy
2022
Q2
$244K Buy
2022
Q1
$259K Buy
2021
Q4
$350K Sell
2021
Q3
$444K Buy
2021
Q2
$284K Buy