Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$614K Sell
2025
Q1
$660K Sell
2024
Q4
$710K Sell
2024
Q3
$1.28M Buy
2024
Q2
$1.16M Buy
2024
Q1
$1.05M Buy
2023
Q4
$401K Buy
2023
Q3
$378K Sell
2023
Q2
$434K Sell
2023
Q1
$526K Sell
2022
Q4
$663K Sell
2022
Q3
$617K Buy
2022
Q2
$688K Buy
2022
Q1
$678K Sell
2021
Q4
$868K Sell
2021
Q3
$652K Buy
2021
Q1
$456K Buy