Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$554K Sell
2024
Q4
$532K Sell
2024
Q3
$630K Buy
2024
Q2
$575K Buy
2024
Q1
$605K Buy
2023
Q4
$530K Sell
2023
Q3
$513K Sell
2023
Q2
$554K Sell
2023
Q1
$541K Buy
2022
Q4
$475K Sell
2022
Q3
$450K Buy
2022
Q2
$401K Buy
2022
Q1
$439K Buy
2021
Q4
$455K Buy
2021
Q3
$386K Buy
2021
Q2
$365K Buy
2021
Q1
$303K Buy