Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$642K Buy
2025
Q1
$585K Buy
2024
Q4
$550K Sell
2024
Q3
$497K Buy
2024
Q2
$414K Buy
2024
Q1
$386K Sell
2023
Q4
$448K Buy
2023
Q3
$156K Sell
2023
Q2
$350K Buy
2023
Q1
$276K Buy
2022
Q4
$194K Buy
2022
Q3
$173K Buy
2022
Q2
$221K Sell
2022
Q1
$549K Buy
2021
Q4
$708K Sell
2021
Q3
$1.02M Sell
2021
Q2
$1.58M Buy
2021
Q1
$1.15M Sell
2020
Q4
$1.3M Buy
2020
Q3
$1.33M Buy