Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$526K Sell
2024
Q4
$654K Buy
2024
Q3
$584K Sell
2024
Q2
$554K Buy
2024
Q1
$536K Sell
2023
Q4
$549K Buy
2023
Q3
$481K Buy
2023
Q2
$424K Buy
2023
Q1
$375K Buy
2022
Q4
$335K Sell
2022
Q3
$354K Buy
2022
Q2
$397K Buy
2022
Q1
$405K Sell
2021
Q4
$493K Sell
2021
Q3
$530K Buy
2021
Q2
$474K Buy
2021
Q1
$344K Buy