Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$646K Sell
2025
Q1
$624K Buy
2024
Q4
$532K Sell
2024
Q3
$576K Sell
2024
Q2
$461K Sell
2024
Q1
$463K Sell
2023
Q4
$478K Sell
2023
Q3
$451K Buy
2023
Q2
$413K Buy
2023
Q1
$433K Buy
2022
Q4
$445K Buy
2022
Q3
$401K Buy
2022
Q2
$362K Buy
2022
Q1
$295K Buy
2021
Q4
$243K Buy
2021
Q3
$237K Buy
2021
Q2
$230K Buy