Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$848K Buy
2025
Q1
$650K Sell
2024
Q4
$773K Buy
2024
Q3
$693K Buy
2024
Q2
$729K Buy
2024
Q1
$535K Sell
2023
Q4
$609K Sell
2023
Q3
$498K Buy
2023
Q2
$444K Buy
2023
Q1
$427K Buy
2022
Q4
$335K Buy
2022
Q3
$333K Sell
2022
Q2
$332K Sell
2022
Q1
$416K Sell
2021
Q4
$470K Sell
2021
Q3
$506K Buy
2021
Q2
$355K Hold
2021
Q1
$278K Sell
2020
Q4
$301K Buy
2020
Q3
$232K Buy