Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$774K Buy
2025
Q1
$853K Buy
2024
Q4
$711K Buy
2024
Q3
$733K Sell
2024
Q2
$716K Sell
2024
Q1
$669K Hold
2023
Q4
$669K Sell
2023
Q3
$1.31M Buy
2023
Q2
$755K Sell
2023
Q1
$1.18M Buy
2022
Q4
$647K Sell
2022
Q3
$1.06M Buy
2022
Q2
$643K Sell
2022
Q1
$775K Sell
2021
Q4
$723K Buy
2021
Q3
$665K Buy
2020
Q2
Sell
2020
Q1
$23K Buy