Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$440K Sell
2025
Q1
$495K Sell
2024
Q4
$571K Sell
2024
Q3
$571K Sell
2024
Q2
$630K Buy
2024
Q1
$607K Buy
2023
Q4
$522K Sell
2023
Q3
$561K Sell
2023
Q2
$528K Buy
2022
Q4
$401K Sell
2022
Q3
$344K Buy
2022
Q2
$517K Buy
2022
Q1
$517K Sell
2021
Q4
$582K Sell
2021
Q3
$494K Sell
2021
Q2
$693K Sell
2021
Q1
$664K Buy
2020
Q3
$607K Sell
2020
Q2
$347K Sell
2020
Q1
$320K Buy
2019
Q4
$233K Buy