Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$851K Sell
2025
Q1
$1.14M Sell
2024
Q4
$1.05M Buy
2024
Q3
$1.12M Sell
2024
Q2
$1.02M Sell
2024
Q1
$1.9M Buy
2023
Q4
$1.72M Sell
2023
Q3
$1.55M Buy
2023
Q2
$1.58M Buy
2023
Q1
$1.33M Sell
2022
Q4
$1.27M Buy
2022
Q3
$995K Sell
2022
Q2
$1.07M Buy
2022
Q1
$1.05M Sell
2021
Q4
$1.12M Sell
2021
Q3
$1.03M Sell
2021
Q2
$1.07M Sell
2021
Q1
$1.51M Sell
2020
Q4
$1.75M Sell
2020
Q3
$1.58M Buy
2020
Q2
$1.36M Buy