Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$553K Sell
2025
Q1
$499K Sell
2024
Q4
$550K Sell
2024
Q3
$503K Sell
2024
Q2
$464K Buy
2024
Q1
$419K Buy
2023
Q4
$396K Buy
2023
Q3
$390K Buy
2023
Q2
$414K Sell
2023
Q1
$353K Sell
2022
Q4
$318K Sell
2022
Q3
$251K Buy
2022
Q2
$294K Sell
2022
Q1
$354K Sell
2021
Q4
$449K Buy
2021
Q3
$437K Buy
2021
Q2
$392K Buy
2021
Q1
$261K Buy
2020
Q4
$215K Buy