Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$865K Buy
2025
Q1
$769K Buy
2024
Q4
$738K Buy
2024
Q3
$663K Buy
2024
Q2
$592K Sell
2024
Q1
$851K Sell
2023
Q4
$868K Sell
2023
Q3
$984K Sell
2023
Q2
$1.03M Sell
2023
Q1
$1.15M Sell
2022
Q4
$1.07M Sell
2022
Q3
$914K Sell
2022
Q2
$1.02M Buy
2022
Q1
$1.28M Buy
2021
Q4
$1.38M Buy
2021
Q3
$1.13M Sell
2021
Q2
$1.52M Buy
2021
Q1
$1.43M Buy
2019
Q4
$900K Buy