Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$849K Buy
2025
Q1
$584K Sell
2024
Q4
$538K Sell
2024
Q3
$585K Sell
2024
Q2
$688K Buy
2024
Q1
$661K Buy
2023
Q4
$673K Buy
2023
Q3
$502K Sell
2023
Q2
$568K Buy
2023
Q1
$552K Buy
2022
Q4
$439K Sell
2022
Q3
$417K Sell
2022
Q2
$577K Sell
2022
Q1
$773K Sell
2021
Q4
$1.17M Buy
2021
Q3
$591K Buy
2021
Q2
$509K Sell
2021
Q1
$563K Sell
2020
Q4
$599K Buy
2020
Q3
$290K Buy