Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
2025
Q1
$517K Buy
2024
Q4
$442K Sell
2024
Q3
$653K Sell
2024
Q2
$779K Buy
2024
Q1
$809K Sell
2023
Q4
$787K Buy
2023
Q3
$847K Sell
2023
Q2
$802K Buy
2023
Q1
$703K Sell
2022
Q4
$783K Sell
2022
Q3
$674K Buy
2022
Q2
$528K Sell
2022
Q1
$700K Sell
2021
Q4
$649K Sell
2021
Q3
$714K Buy
2021
Q2
$674K Buy
2021
Q1
$617K Buy
2020
Q4
$455K Sell
2020
Q3
$397K Buy