Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
2025
Q1
$794K Sell
2024
Q4
$830K Sell
2024
Q3
$939K Sell
2024
Q2
$778K Sell
2024
Q1
$1.16M Sell
2023
Q4
$833K Sell
2023
Q3
$621K Sell
2023
Q2
$784K Sell
2023
Q1
$961K Buy
2022
Q4
$631K Sell
2022
Q3
$506K Buy
2022
Q2
$511K Sell
2022
Q1
$746K Buy
2021
Q4
$1.02M Buy
2021
Q3
$942K Sell
2021
Q2
$842K Buy
2021
Q1
$314K Buy
2020
Q4
$70K Buy