Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
2025
Q1
$561K Buy
2024
Q4
$475K Sell
2024
Q3
$636K Buy
2024
Q2
$586K Buy
2024
Q1
$582K Sell
2023
Q4
$509K Sell
2023
Q3
$526K Buy
2023
Q2
$492K Sell
2023
Q1
$495K Sell
2022
Q4
$641K Buy
2022
Q3
$367K Sell
2022
Q2
$743K Sell
2022
Q1
$942K Buy
2021
Q4
$738K Buy
2021
Q1
$606K Sell
2020
Q4
$640K Buy