Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$755K Sell
2025
Q1
$764K Buy
2024
Q4
$675K Sell
2024
Q3
$597K Buy
2024
Q2
$542K Buy
2024
Q1
$567K Buy
2023
Q4
$527K Buy
2023
Q3
$324K Sell
2023
Q2
$363K Sell
2023
Q1
$394K Buy
2022
Q4
$355K Sell
2022
Q3
$539K Buy
2022
Q2
$570K Buy
2022
Q1
$596K Buy
2021
Q4
$586K Sell
2021
Q3
$663K Buy
2021
Q2
$599K Buy
2021
Q1
$467K Sell
2020
Q4
$558K Buy
2020
Q3
$329K Buy