Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$727K Sell
2025
Q1
$651K Sell
2024
Q4
$746K Sell
2024
Q3
$912K Sell
2024
Q2
$1.15M Buy
2024
Q1
$1.08M Sell
2023
Q4
$855K Sell
2023
Q3
$682K Sell
2023
Q2
$865K Sell
2023
Q1
$826K Sell
2022
Q4
$682K Buy
2022
Q3
$490K Buy
2022
Q2
$513K Buy
2022
Q1
$642K Buy
2021
Q4
$733K Sell
2021
Q3
$707K Sell
2021
Q2
$676K Buy
2021
Q1
$558K Sell
2020
Q4
$481K Buy