Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$504K Sell
2025
Q1
$543K Sell
2024
Q4
$495K Buy
2024
Q3
$312K Sell
2024
Q2
$314K Sell
2024
Q1
$348K Buy
2023
Q4
$285K Buy
2023
Q3
$222K Sell
2023
Q2
$238K Sell
2023
Q1
$232K Sell
2022
Q4
$301K Sell
2022
Q3
$298K Buy
2022
Q2
$269K Sell
2022
Q1
$269K Sell
2021
Q4
$300K Sell
2021
Q3
$275K Buy
2021
Q1
$246K Buy