Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$737K Buy
2025
Q1
$666K Sell
2024
Q4
$632K Sell
2024
Q3
$966K Sell
2024
Q2
$957K Buy
2024
Q1
$918K Buy
2023
Q4
$779K Sell
2023
Q3
$810K Buy
2023
Q2
$836K Buy
2023
Q1
$694K Buy
2022
Q4
$587K Buy
2022
Q3
$538K Sell
2022
Q2
$586K Sell
2022
Q1
$771K Sell
2021
Q4
$1.27M Buy
2021
Q3
$890K Buy
2021
Q2
$869K Buy
2021
Q1
$845K Buy
2020
Q4
$680K Buy
2020
Q3
$502K Buy