Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.53M Sell
2025
Q1
$1.57M Sell
2024
Q4
$1.36M Buy
2024
Q3
$1.19M Buy
2024
Q2
$1.02M Buy
2024
Q1
$1.01M Sell
2023
Q4
$1.18M Buy
2023
Q3
$1M Sell
2023
Q2
$1.18M Sell
2023
Q1
$1.23M Buy
2022
Q4
$917K Buy
2022
Q3
$541K Buy
2022
Q2
$620K Sell
2022
Q1
$857K Buy
2021
Q4
$1.05M Buy
2021
Q3
$908K Buy
2021
Q2
$604K Sell
2021
Q1
$674K Sell
2020
Q4
$716K Sell
2020
Q3
$546K Buy
2020
Q2
$445K Buy