Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
2025
Q1
$1.39M Buy
2024
Q4
$1.19M Sell
2024
Q3
$1.26M Sell
2024
Q2
$1.4M Sell
2024
Q1
$1.31M Buy
2023
Q4
$1.29M Sell
2023
Q3
$1.27M Buy
2023
Q2
$1.19M Buy
2023
Q1
$1.11M Buy
2022
Q4
$1.1M Buy
2022
Q3
$956K Buy
2022
Q2
$701K Buy
2022
Q1
$736K Buy