Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$580K Buy
2024
Q3
$678K Sell
2024
Q2
$843K Buy
2024
Q1
$827K Sell
2023
Q4
$581K Buy
2023
Q3
$401K Buy
2023
Q2
$508K Sell
2023
Q1
$677K Buy
2022
Q4
$581K Sell
2022
Q3
$522K Sell
2022
Q2
$376K Buy
2022
Q1
$300K Buy
2021
Q4
$449K Buy
2021
Q3
$469K Sell
2021
Q2
$579K Sell
2021
Q1
$407K Sell
2020
Q4
$393K Sell
2020
Q3
$292K Buy