Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$567K Sell
2025
Q1
$736K Sell
2024
Q4
$645K Buy
2024
Q3
$681K Buy
2024
Q2
$695K Buy
2024
Q1
$566K Buy
2023
Q4
$462K Buy
2023
Q3
$483K Buy
2023
Q2
$426K Buy
2023
Q1
$415K Hold
2022
Q4
$382K Buy
2022
Q3
$312K Buy
2022
Q2
$301K Buy
2022
Q1
$312K Buy
2021
Q4
$267K Sell
2021
Q3
$279K Buy