Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$842K Sell
2025
Q1
$1.59M Buy
2024
Q4
$2.04M Buy
2024
Q3
$1.87M Sell
2024
Q2
$2.05M Buy
2024
Q1
$2.02M Sell
2023
Q4
$1.53M Buy
2023
Q3
$1.38M Sell
2023
Q2
$1.2M Sell
2023
Q1
$1.15M Buy
2022
Q4
$876K Sell
2022
Q3
$812K Sell
2022
Q2
$821K Buy
2022
Q1
$1.01M Sell
2021
Q4
$1.4M Sell
2021
Q3
$995K Buy
2021
Q2
$349K Buy