Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$755K Buy
2025
Q1
$708K Buy
2024
Q4
$559K Buy
2024
Q3
$561K Buy
2024
Q2
$596K Buy
2024
Q1
$554K Sell
2023
Q4
$559K Buy
2023
Q3
$592K Sell
2023
Q2
$670K Sell
2023
Q1
$770K Buy
2022
Q4
$863K Buy
2022
Q3
$691K Buy
2022
Q2
$683K Sell
2022
Q1
$785K Sell
2021
Q4
$613K Sell
2021
Q3
$579K Sell
2021
Q2
$637K Sell
2021
Q1
$629K Sell
2020
Q4
$573K Buy