Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$298K Sell
2025
Q1
$309K Sell
2024
Q4
$392K Sell
2024
Q3
$482K Sell
2024
Q2
$476K Sell
2024
Q1
$619K Sell
2023
Q4
$621K Sell
2023
Q3
$613K Sell
2023
Q2
$746K Sell
2023
Q1
$806K Sell
2022
Q4
$835K Sell
2022
Q3
$802K Sell
2022
Q2
$859K Sell
2022
Q1
$888K Sell
2021
Q4
$1.09M Sell
2021
Q3
$1.11M Sell
2021
Q2
$1.15M Sell
2021
Q1
$1.08M Sell
2020
Q4
$1.25M Sell
2020
Q3
$1.42M Sell
2020
Q2
$1.65M Buy