Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$596K Sell
2025
Q1
$656K Sell
2024
Q4
$655K Sell
2024
Q3
$742K Buy
2024
Q2
$545K Sell
2024
Q1
$602K Sell
2023
Q4
$1.22M Buy
2023
Q3
$1.1M Sell
2023
Q2
$1.05M Sell
2023
Q1
$986K Buy
2022
Q4
$1.08M Buy
2022
Q3
$764K Buy
2022
Q2
$670K Sell
2022
Q1
$889K Buy
2020
Q3
Sell
2020
Q2
$227K Sell
2020
Q1
$569K Buy