Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$926K Sell
2025
Q1
$862K Buy
2024
Q4
$757K Buy
2024
Q3
$742K Sell
2024
Q2
$851K Sell
2024
Q1
$841K Buy
2023
Q4
$761K Buy
2023
Q3
$632K Buy
2023
Q2
$621K Sell
2023
Q1
$639K Sell
2022
Q4
$552K Sell
2022
Q3
$671K Sell
2022
Q2
$770K Hold
2022
Q1
$889K Buy
2021
Q4
$751K Sell
2021
Q3
$691K Hold
2021
Q2
$638K Buy
2021
Q1
$483K Buy
2020
Q4
$472K Buy
2020
Q3
$291K Buy