Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$904K Sell
2025
Q1
$940K Sell
2024
Q4
$965K Sell
2024
Q3
$979K Buy
2024
Q2
$826K Buy
2024
Q1
$836K Buy
2023
Q4
$723K Buy
2023
Q3
$662K Buy
2023
Q2
$594K Buy
2023
Q1
$599K Buy
2022
Q4
$740K Sell
2022
Q3
$652K Sell
2022
Q2
$676K Sell
2022
Q1
$723K Buy
2021
Q4
$668K Buy
2021
Q3
$650K Buy
2021
Q2
$626K Buy
2021
Q1
$606K Buy