Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$497K Buy
2025
Q1
$409K Sell
2024
Q4
$440K Sell
2024
Q3
$435K Sell
2024
Q2
$372K Sell
2024
Q1
$470K Sell
2023
Q4
$512K Sell
2023
Q3
$601K Sell
2023
Q2
$601K Buy
2023
Q1
$605K Sell
2022
Q4
$555K Buy
2022
Q3
$460K Buy
2022
Q2
$495K Buy
2022
Q1
$632K Hold
2021
Q4
$632K Buy
2021
Q3
$645K Buy
2020
Q4
$455K Buy