Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
2025
Q1
$810K Buy
2024
Q4
$675K Buy
2024
Q3
$333K Sell
2024
Q2
$391K Buy
2024
Q1
$369K Buy
2023
Q4
$236K Sell
2023
Q3
$241K Sell
2023
Q2
$260K Sell
2023
Q1
$301K Sell
2022
Q4
$346K Buy
2020
Q3
Sell
2020
Q2
$377K Buy
2020
Q1
$299K Sell
2019
Q4
$445K Buy
2019
Q3
$393K Buy
2019
Q2
$307K Buy