Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$630K Sell
2025
Q1
$960K Sell
2024
Q4
$959K Buy
2024
Q3
$723K Buy
2024
Q2
$399K Sell
2024
Q1
$497K Sell
2023
Q4
$451K Sell
2023
Q3
$402K Sell
2023
Q2
$387K Sell
2023
Q1
$403K Sell
2022
Q4
$389K Buy
2022
Q3
$328K Buy
2022
Q2
$240K Buy
2022
Q1
$287K Buy
2021
Q4
$210K Buy
2021
Q1
Sell
2020
Q4
$275K Buy