Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$954K Sell
2025
Q1
$939K Sell
2024
Q4
$1.19M Buy
2024
Q3
$1.12M Sell
2024
Q2
$1.15M Sell
2024
Q1
$1.16M Buy
2023
Q4
$1.11M Sell
2023
Q3
$879K Buy
2023
Q2
$910K Sell
2023
Q1
$946K Sell
2022
Q4
$838K Buy
2022
Q3
$568K Buy
2022
Q2
$635K Buy
2022
Q1
$670K Sell
2021
Q4
$720K Sell
2021
Q3
$706K Sell
2021
Q2
$868K Buy
2021
Q1
$600K Buy
2020
Q4
$512K Sell
2020
Q3
$431K Buy
2020
Q2
$384K Buy