Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$844K Sell
2025
Q1
$959K Buy
2024
Q4
$758K Buy
2024
Q3
$919K Sell
2024
Q2
$904K Sell
2024
Q1
$829K Sell
2023
Q4
$863K Sell
2023
Q3
$871K Hold
2023
Q2
$719K Sell
2023
Q1
$805K Buy
2022
Q4
$870K Buy
2022
Q3
$731K Buy
2022
Q2
$756K Hold
2022
Q1
$751K Sell
2021
Q4
$699K Buy
2021
Q3
$508K Hold
2021
Q2
$582 Hold
2021
Q1
$594 Buy