Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$556K Sell
2025
Q1
$515K Sell
2024
Q4
$572K Buy
2024
Q3
$461K Sell
2024
Q2
$428K Sell
2024
Q1
$613K Buy
2023
Q4
$617K Sell
2023
Q3
$866K Sell
2023
Q2
$874K Sell
2023
Q1
$892K Sell
2022
Q4
$995K Buy
2022
Q3
$803K Buy
2022
Q2
$758K Sell
2022
Q1
$1.27M Buy
2021
Q4
$1.11M Sell
2021
Q3
$1.32M Sell
2021
Q2
$1.41M Buy
2021
Q1
$1.3M Sell
2020
Q4
$1.32M Buy