Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$779K Buy
2024
Q4
$629K Sell
2024
Q3
$647K Buy
2024
Q2
$547K Sell
2024
Q1
$619K Buy
2023
Q4
$565K Sell
2023
Q3
$545K Buy
2023
Q2
$603K Buy
2023
Q1
$533K Buy
2022
Q4
$552K Sell
2022
Q3
$540K Buy
2022
Q2
$552K Buy
2022
Q1
$430K Buy
2021
Q4
$465K Buy
2021
Q3
$377K Buy
2021
Q2
$357K Buy
2021
Q1
$367K Buy
2020
Q4
$225K Buy