Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$660K Buy
2025
Q1
$684K Buy
2024
Q4
$463K Sell
2024
Q3
$458K Sell
2024
Q2
$418K Buy
2024
Q1
$372K Sell
2023
Q4
$410K Buy
2023
Q3
$446K Sell
2023
Q2
$375K Sell
2023
Q1
$427K Buy
2022
Q4
$400K Sell
2022
Q3
$723K Sell
2022
Q2
$863K Sell
2022
Q1
$833K Buy
2021
Q4
$450K Buy
2021
Q3
$314K Buy
2021
Q2
$300K Buy
2021
Q1
$267K Buy
2020
Q4
$275K Buy