Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$382K Sell
2025
Q1
$423K Sell
2024
Q4
$631K Sell
2024
Q3
$834K Sell
2024
Q2
$835K Buy
2024
Q1
$977K Buy
2023
Q4
$947K Buy
2023
Q3
$762K Buy
2023
Q2
$798K Buy
2023
Q1
$798K Sell
2022
Q4
$799K Buy
2022
Q3
$716K Buy
2022
Q2
$694K Buy
2022
Q1
$793K Buy
2021
Q4
$751K Buy
2021
Q3
$619K Buy
2021
Q2
$611K Sell
2021
Q1
$533K Buy
2020
Q4
$507K Buy