Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$282K Buy
2025
Q1
$118K Buy
2024
Q4
$10.9K Buy
2023
Q3
Sell
2023
Q2
$240K Buy
2023
Q1
$100K Sell
2022
Q4
$872K Sell
2022
Q3
$834K Buy
2022
Q2
$530K Buy
2022
Q1
$536K Buy
2021
Q4
$586K Buy
2021
Q3
$339K Sell
2021
Q2
$375K Buy
2021
Q1
$172K Buy
2020
Q4
$171K Buy