Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$428K Buy
2025
Q1
$378K Buy
2024
Q4
$353K Buy
2024
Q3
$293K Sell
2024
Q2
$284K Sell
2024
Q1
$897K Buy
2023
Q4
$880K Buy
2023
Q3
$897K Sell
2023
Q2
$881K Buy
2023
Q1
$873K Buy
2022
Q4
$682K Buy
2022
Q3
$680K Hold
2022
Q2
$680K Sell
2022
Q1
$704K Buy
2021
Q4
$787K Sell
2021
Q3
$680K Buy
2021
Q2
$605K Sell
2021
Q1
$580K Buy
2020
Q4
$475K Buy