Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$622K Sell
2025
Q1
$632K Buy
2024
Q4
$557K Buy
2024
Q3
$610K Buy
2023
Q2
$1.12M Buy
2023
Q1
$1.1M Buy
2022
Q4
$862K Sell
2022
Q3
$853K Buy
2022
Q2
$1.23M Buy
2022
Q1
$1.63M Sell
2021
Q4
$1.7M Buy
2021
Q3
$1.69M Sell
2021
Q2
$1.8M Buy
2021
Q1
$2.02M Sell
2020
Q4
$2.67M Buy