Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$805K Buy
2024
Q4
$747K Sell
2024
Q3
$660K Buy
2024
Q2
$627K Sell
2024
Q1
$919K Sell
2023
Q4
$891K Sell
2023
Q3
$811K Hold
2023
Q2
$848K Buy
2023
Q1
Sell
2022
Q4
$775K Hold
2022
Q3
$692K Sell
2022
Q2
$730K Sell
2022
Q1
$770K Buy
2021
Q4
$422K Buy
2021
Q3
$449K Buy
2021
Q2
$430K Sell
2021
Q1
$405K Sell
2020
Q4
$366K Buy