Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$868K Buy
2025
Q1
$797K Buy
2024
Q4
$677K Buy
2024
Q3
$577K Buy
2024
Q2
$519K Sell
2024
Q1
$707K Sell
2023
Q4
$716K Buy
2023
Q3
$630K Buy
2023
Q2
$622K Buy
2023
Q1
$529K Sell
2022
Q4
$520K Buy
2022
Q3
$307K Sell
2022
Q2
$450K Sell
2022
Q1
$518K Sell
2021
Q4
$1.01M Buy
2021
Q3
$310K Buy
2020
Q1
Sell
2019
Q4
$343K Buy