Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$529K Sell
2025
Q1
$667K Sell
2024
Q4
$706K Sell
2024
Q3
$754K Sell
2024
Q2
$731K Sell
2024
Q1
$801K Sell
2023
Q4
$706K Sell
2023
Q3
$823K Buy
2023
Q2
$908K Buy
2023
Q1
$930K Hold
2022
Q4
$930K Sell
2022
Q3
$957K Sell
2022
Q2
$935K Buy
2022
Q1
$978K Buy
2021
Q4
$770K Buy
2021
Q3
$651K Buy