Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
2025
Q1
$893K Sell
2024
Q4
$770K Sell
2024
Q3
$1.19M Buy
2024
Q2
$1.11M Sell
2024
Q1
$1.31M Sell
2023
Q4
$1.07M Sell
2023
Q3
$923K Sell
2023
Q2
$921K Sell
2023
Q1
$737K Buy
2022
Q4
$360K Sell
2022
Q3
$393K Buy
2022
Q2
Sell
2022
Q1
$508K Buy
2021
Q4
$427K Buy
2021
Q3
$404K Sell
2021
Q2
$456K Buy
2021
Q1
$485K Sell
2020
Q4
$486K Buy
2020
Q3
$311K Buy
2020
Q2
$257K Buy