Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$902K Sell
2025
Q1
$919K Buy
2024
Q4
$777K Buy
2024
Q3
$603K Sell
2024
Q2
$764K Buy
2024
Q1
$604K Buy
2023
Q4
$387K Sell
2023
Q3
$347K Buy
2023
Q2
$347K Sell
2023
Q1
$687K Sell
2022
Q4
$674K Buy
2021
Q3
$534K Buy
2021
Q2
$391K Buy
2021
Q1
$319K Buy