Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
2025
Q1
$1.22M Buy
2024
Q4
$1.33M Buy
2024
Q3
$1.32M Sell
2024
Q2
$1.14M Sell
2024
Q1
$1.34M Sell
2023
Q4
$1.19M Buy
2023
Q3
$969K Sell
2023
Q2
$938K Sell
2023
Q1
$949K Buy
2022
Q4
$884K Buy
2022
Q3
$638K Sell
2022
Q2
$669K Buy
2022
Q1
$702K Sell
2021
Q4
$977K Sell
2021
Q3
$830K Sell
2021
Q2
$922K Buy
2021
Q1
$826K Buy
2020
Q4
$699K Sell
2020
Q3
$538K Buy
2020
Q2
$457K Buy