Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
2025
Q1
$678K Sell
2024
Q4
$826K Buy
2024
Q3
$724K Sell
2024
Q2
$1.39M Buy
2024
Q1
$1.61M Buy
2023
Q4
$1.8M Sell
2023
Q3
$1.67M Buy
2023
Q2
$2.02M Sell
2023
Q1
$3.32M Buy
2022
Q4
$3.49M Buy
2022
Q3
$2.7M Buy
2022
Q2
$1.85M Buy
2022
Q1
$2.69M Buy
2021
Q4
$4.66M Buy
2021
Q3
$4.03M Sell
2021
Q2
$4.17M Buy
2021
Q1
$3.62M Buy
2020
Q4
$3.17M Buy
2020
Q3
$2.13M Sell
2020
Q2
$2.42M Buy