Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
2025
Q1
$1.21M Sell
2024
Q4
$1.17M Sell
2024
Q3
$1.14M Sell
2024
Q2
$1.05M Sell
2024
Q1
$1.24M Sell
2023
Q4
$1.09M Sell
2023
Q3
$925K Sell
2023
Q2
$996K Buy
2023
Q1
$884K Buy
2022
Q4
$514K Buy
2022
Q3
$249K Buy
2022
Q2
$251K Sell
2022
Q1
$386K Sell
2021
Q4
$523K Buy
2021
Q3
$499K Buy
2021
Q2
$479K Buy
2021
Q1
$373K Sell
2020
Q4
$425K Sell
2020
Q3
$1.02M Sell
2020
Q2
$1.07M Buy
2020
Q1
$744K Buy