Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$647K Sell
2025
Q1
$677K Sell
2024
Q4
$594K Sell
2024
Q3
$619K Sell
2024
Q2
$590K Buy
2024
Q1
$6.07M Sell
2023
Q4
$618K Buy
2023
Q3
$515K Hold
2023
Q2
$579K Buy
2023
Q1
$521K Sell
2022
Q4
$584K Buy
2022
Q3
$498K Buy
2022
Q2
$527K Sell
2022
Q1
$610K Buy
2021
Q4
$695K Buy
2020
Q3
Sell
2020
Q2
$137K Sell
2020
Q1
$198K Buy
2019
Q4
$104K Buy