Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$592K Sell
2025
Q1
$643K Buy
2024
Q4
$608K Sell
2024
Q3
$636K Buy
2024
Q2
$721K Buy
2024
Q1
$795K Buy
2023
Q4
$507K Sell
2023
Q3
$502K Buy
2023
Q2
$418K Sell
2023
Q1
$467K Buy
2022
Q4
$244K Buy
2022
Q3
$226K Sell
2022
Q2
$296K Buy
2022
Q1
$309K Buy
2021
Q4
$309K Buy
2021
Q3
$288K Buy
2021
Q2
$279K Sell
2021
Q1
$347K Buy
2020
Q4
$301K Buy