Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$448K Sell
2025
Q1
$787K Buy
2024
Q4
$733K Sell
2024
Q3
$735K Buy
2024
Q2
$891K Buy
2024
Q1
$1.2M Buy
2023
Q4
$1.11M Buy
2023
Q3
$774K Buy
2023
Q2
$986K Buy
2023
Q1
$924K Buy
2022
Q4
$714K Buy
2022
Q3
$1.06M Buy
2022
Q2
$697K Buy
2022
Q1
$1.32M Buy
2021
Q4
$351K Buy
2020
Q3
Sell
2020
Q2
$664K Buy