Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$820K Buy
2025
Q1
$734K Buy
2024
Q4
$431K Sell
2024
Q3
$578K Sell
2024
Q2
$643K Buy
2024
Q1
$589K Sell
2023
Q4
$615K Buy
2023
Q3
$520K Sell
2023
Q2
$546K Sell
2023
Q1
$631K Buy
2022
Q4
$498K Buy
2022
Q3
$403K Sell
2022
Q2
$497K Sell
2022
Q1
$671K Buy
2021
Q4
Sell
2021
Q3
$728K Buy
2021
Q2
$645K Buy
2021
Q1
$592K Buy
2020
Q4
$560K Buy