Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$739K Sell
2025
Q1
$810K Buy
2024
Q4
$931K Buy
2024
Q3
$1.01M Sell
2024
Q2
$1M Sell
2024
Q1
$1.29M Sell
2023
Q4
$1.16M Sell
2023
Q3
$1.27M Sell
2023
Q2
$1.42M Sell
2023
Q1
$1.48M Sell
2022
Q4
$1.43M Buy
2022
Q3
$1.09M Sell
2022
Q2
$1.26M Buy
2022
Q1
$1.16M Buy
2021
Q4
$994K Sell
2021
Q3
$833K Sell
2021
Q2
$851K Buy
2021
Q1
$595K Sell
2020
Q4
$586K Buy
2020
Q3
$424K Sell
2020
Q2
$437K Buy