Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$623K Sell
2025
Q1
$674K Buy
2024
Q4
$568K Sell
2024
Q3
$1.1M Sell
2024
Q2
$934K Sell
2024
Q1
$871K Sell
2023
Q4
$1.01M Sell
2023
Q3
$1.17M Buy
2023
Q2
$1.23M Buy
2023
Q1
$1.22M Buy
2022
Q4
$1.14M Sell
2022
Q3
$1.08M Sell
2022
Q2
$1.22M Buy
2022
Q1
$1.19M Sell
2021
Q4
$1.48M Buy