Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$788K Sell
2025
Q1
$674K Buy
2024
Q4
$865K Buy
2024
Q3
$836K Buy
2024
Q2
$956K Sell
2024
Q1
$1.02M Sell
2023
Q4
$797K Buy
2023
Q3
$664K Buy
2023
Q2
$787K Sell
2023
Q1
$671K Buy
2022
Q4
$638K Buy
2022
Q3
$558K Buy
2022
Q2
$684K Sell
2022
Q1
$1.62M Sell
2021
Q4
$1.92M Buy
2021
Q3
$1.66M Sell
2021
Q2
$2.01M Buy
2021
Q1
$1.87M Buy
2020
Q4
$1.51M Sell
2020
Q3
$1.11M Buy
2020
Q2
$1.05M Buy