Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
2025
Q1
$537K Sell
2024
Q4
$750K Sell
2024
Q3
$943K Buy
2024
Q2
$631K Sell
2024
Q1
$754K Buy
2023
Q4
$589K Sell
2023
Q3
$510K Sell
2023
Q2
$547K Buy
2023
Q1
$347K Buy
2022
Q4
$326K Sell
2022
Q3
$272K Buy
2022
Q2
$280K Sell
2022
Q1
$334K Buy
2021
Q4
$208K Buy