Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$934K Sell
2025
Q1
$726K Sell
2024
Q4
$890K Buy
2024
Q3
$779K Buy
2024
Q2
$315K Sell
2024
Q1
$254K Buy
2023
Q4
$186K Sell
2023
Q3
$163K Sell
2023
Q2
$190K Sell
2023
Q1
$181K Sell
2022
Q4
$166K Sell
2022
Q3
$179K Sell
2022
Q2
$251K Buy
2022
Q1
$298K Buy
2021
Q4
$243K Buy
2021
Q3
$97K Sell
2021
Q2
$105K Buy
2020
Q4
$108K Buy