Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
2025
Q1
$1.18M Buy
2024
Q4
$940K Buy
2024
Q3
$781K Buy
2024
Q2
$804K Buy
2024
Q1
$837K Sell
2023
Q4
$983K Sell
2023
Q3
$988K Sell
2023
Q2
$1.18M Buy
2023
Q1
$867K Buy
2022
Q4
$777K Sell
2022
Q3
$1.12M Buy
2022
Q2
$915K Sell
2022
Q1
$1.02M Buy
2021
Q4
$842K Buy
2021
Q3
$639K Buy
2021
Q2
$659K Buy
2021
Q1
$628K Buy
2020
Q4
$492K Buy