Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$978K Buy
2025
Q1
$829K Buy
2024
Q4
$565K Buy
2024
Q3
$536K Sell
2024
Q2
$467K Sell
2024
Q1
$554K Buy
2023
Q4
$467K Buy
2023
Q3
$425K Buy
2023
Q2
$408K Buy
2023
Q1
$405K Buy
2022
Q4
$290K Sell
2022
Q3
$343K Buy
2022
Q2
$341K Sell
2022
Q1
$370K Buy
2021
Q4
$315K Buy
2020
Q2
Sell
2020
Q1
$400K Buy