Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
2025
Q1
$401K Buy
2024
Q4
$414K Buy
2024
Q3
$361K Buy
2024
Q2
$405K Buy
2024
Q1
$232K Sell
2023
Q4
$270K Sell
2023
Q3
$503K Sell
2023
Q2
$794K Sell
2023
Q1
$774K Sell
2022
Q4
$659K Sell
2022
Q3
$598K Sell
2022
Q2
$743K Sell
2022
Q1
$1.3M Sell
2021
Q4
$2.62M Buy
2021
Q3
$826K Buy
2021
Q2
$692K Sell
2021
Q1
$988K Buy