Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$731K Sell
2025
Q1
$720K Sell
2024
Q4
$706K Sell
2024
Q3
$1.47M Buy
2024
Q2
$720K Sell
2024
Q1
$739K Buy
2023
Q4
$541K Buy
2023
Q3
$425K Sell
2023
Q2
$630K Buy
2023
Q1
$658K Buy
2022
Q4
$718K Buy
2022
Q3
$629K Buy
2022
Q2
$691K Sell
2022
Q1
$839K Buy
2021
Q4
$897K Buy
2021
Q3
$851K Sell
2021
Q2
$970K Buy
2021
Q1
$940K Sell
2020
Q4
$855K Buy