Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
2025
Q1
$1.04M Sell
2024
Q4
$961K Buy
2024
Q3
$576K Buy
2024
Q2
$518K Sell
2024
Q1
$749K Buy
2023
Q4
$697K Buy
2023
Q3
$648K Sell
2023
Q2
$780K Buy
2023
Q1
$984K Buy
2022
Q4
$1.04M Buy
2022
Q3
$808K Sell
2022
Q2
$973K Buy
2022
Q1
$840K Sell
2021
Q4
$1.08M Sell
2021
Q3
$1.01M Sell
2021
Q2
$1.14M Buy
2021
Q1
$898K Buy
2020
Q4
$765K Sell
2020
Q3
$726K Buy
2020
Q2
$598K Buy