Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$618K Buy
2025
Q1
$543K Sell
2024
Q4
$608K Sell
2024
Q3
$652K Sell
2024
Q2
$587K Buy
2024
Q1
$580K Sell
2023
Q4
$637K Buy
2023
Q3
$647K Buy
2023
Q2
$493K Sell
2023
Q1
$647K Sell
2022
Q4
$704K Sell
2022
Q3
$667K Buy
2022
Q2
$556K Sell
2022
Q1
$1.01M Buy
2021
Q4
$1.07M Sell
2021
Q3
$1.01M Sell
2021
Q2
$1.09M Buy
2021
Q1
$527K Buy
2020
Q4
$316K Buy