Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$959K Buy
2025
Q1
$710K Sell
2024
Q4
$742K Buy
2024
Q3
$631K Sell
2024
Q2
$617K Buy
2024
Q1
$528K Buy
2023
Q4
$418K Buy
2023
Q3
$344K Sell
2023
Q2
$366K Buy
2023
Q1
$330K Buy
2022
Q4
$268K Buy
2022
Q2
Sell
2022
Q1
$245K Buy
2021
Q4
$263K Sell
2021
Q3
$266K Buy
2021
Q2
$252K Buy
2021
Q1
$221K Buy