Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$500K Sell
2024
Q4
$796K Sell
2024
Q3
$761K Buy
2024
Q2
$657K Sell
2024
Q1
$648K Sell
2023
Q4
$518K Sell
2023
Q3
$439K Buy
2023
Q2
$444K Sell
2023
Q1
$414K Sell
2022
Q4
$341K Sell
2022
Q3
$274K Sell
2022
Q2
$307K Buy
2022
Q1
$370K Buy
2021
Q4
$455K Buy
2021
Q3
$431K Buy
2021
Q2
$440K Buy
2021
Q1
$329K Buy
2020
Q4
$316K Buy