Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$655K Buy
2025
Q1
$603K Buy
2024
Q4
$544K Sell
2024
Q3
$474K Sell
2024
Q2
$466K Sell
2024
Q1
$496K Buy
2023
Q4
$458K Sell
2023
Q3
$441K Sell
2023
Q2
$460K Sell
2023
Q1
$448K Buy
2022
Q4
$398K Buy
2022
Q3
$336K Buy
2022
Q2
$366K Sell
2022
Q1
$463K Sell
2021
Q4
$457K Buy
2021
Q3
$271K Sell
2021
Q2
$289K Buy
2021
Q1
$259K Buy