Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$758K Sell
2025
Q1
$641K Buy
2024
Q4
$649K Sell
2024
Q3
$855K Sell
2024
Q2
$1.29M Sell
2024
Q1
$1.42M Buy
2023
Q4
$914K Buy
2023
Q3
$653K Buy
2023
Q2
$745K Buy
2023
Q1
$668K Sell
2022
Q4
$587K Buy
2022
Q3
$442K Buy
2022
Q2
$456K Sell
2022
Q1
$656K Sell
2021
Q4
$1.84M Buy
2021
Q3
$1.32M Sell
2021
Q2
$1.24M Sell
2021
Q1
$1.11M Buy
2020
Q4
$731K Buy
2020
Q3
$478K Buy
2020
Q2
$301K Buy