Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$977K Buy
2025
Q1
$644K Sell
2024
Q4
$596K Buy
2024
Q3
$539K Buy
2024
Q2
$493K Buy
2024
Q1
$445K Buy
2023
Q4
$477K Buy
2023
Q3
$344K Sell
2023
Q2
$379K Sell
2023
Q1
$394K Sell
2022
Q4
$348K Buy
2022
Q3
$278K Sell
2022
Q2
$387K Sell
2022
Q1
$491K Buy
2021
Q4
$469K Sell
2021
Q3
$414K Buy
2021
Q2
$357K Buy
2021
Q1
$383K Buy