Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$674K Buy
2025
Q1
$672K Sell
2024
Q4
$639K Buy
2024
Q3
$528K Buy
2024
Q2
$483K Sell
2024
Q1
$504K Buy
2023
Q4
$452K Sell
2023
Q3
$523K Sell
2023
Q2
$631K Buy
2023
Q1
$600K Buy
2022
Q4
$637K Sell
2022
Q3
$610K Buy
2022
Q2
$776K Buy
2022
Q1
$745K Buy
2021
Q4
$400K Buy
2021
Q3
$320K Buy
2021
Q2
$332K Sell
2021
Q1
$341K Buy
2020
Q4
$272K Buy