Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$439K Sell
2025
Q1
$563K Sell
2024
Q4
$896K Buy
2024
Q3
$803K Buy
2024
Q2
$637K Buy
2024
Q1
$599K Sell
2023
Q4
$612K Buy
2023
Q3
$619K Buy
2023
Q2
$507K Sell
2023
Q1
$510K Sell
2022
Q4
$766K Buy
2022
Q3
$538K Sell
2022
Q2
$585K Buy
2022
Q1
$821K Buy
2021
Q4
$492K Buy
2021
Q3
$424K Buy
2021
Q2
$367K Buy
2021
Q1
$273K Buy
2020
Q4
$231K Buy