Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$976K Sell
2025
Q1
$969K Buy
2024
Q4
$743K Buy
2024
Q3
$730K Buy
2024
Q2
$605K Buy
2024
Q1
$575K Sell
2023
Q4
$514K Buy
2023
Q3
$246K Sell
2023
Q2
$243K Sell
2023
Q1
$285K Buy
2022
Q4
$242K Hold
2022
Q3
$212K Sell
2022
Q2
$224K Sell
2022
Q1
$258K Buy
2021
Q4
$272K Sell
2021
Q3
$517K Buy
2021
Q1
$547K Buy