Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$758K Sell
2025
Q1
$895K Buy
2024
Q4
$790K Sell
2024
Q3
$680K Sell
2024
Q2
$640K Buy
2024
Q1
$585K Buy
2023
Q4
$453K Buy
2022
Q3
Sell
2022
Q2
$524K Sell
2022
Q1
$722K Sell
2021
Q4
$899K Sell
2021
Q3
$1.06M Sell
2021
Q2
$1.49M Sell
2021
Q1
$1.51M Buy