Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$690K Sell
2025
Q1
$785K Buy
2024
Q4
$579K Sell
2024
Q3
$697K Buy
2024
Q2
$808K Buy
2024
Q1
$677K Buy
2023
Q4
$395K Buy
2022
Q3
Sell
2022
Q2
$759K Buy
2022
Q1
$649K Buy
2021
Q4
$724K Sell
2021
Q3
$1.34M Buy
2021
Q2
$332K Sell
2021
Q1
$1.02M Sell
2020
Q4
$2.73M Buy