Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$875K Sell
2025
Q1
$685K Buy
2024
Q4
$567K Sell
2024
Q3
$808K Buy
2024
Q2
$681K Sell
2024
Q1
$721K Sell
2023
Q4
$599K Sell
2023
Q3
$545K Hold
2023
Q2
$511K Buy
2023
Q1
$375K Sell
2022
Q4
$530K Buy
2022
Q3
$466K Sell
2022
Q2
$544K Buy
2022
Q1
$208K Buy
2021
Q4
$244K Buy
2021
Q3
$250K Sell
2021
Q2
$282K Sell
2021
Q1
$379K Buy
2020
Q4
$282K Sell
2020
Q3
$287K Sell
2020
Q2
$347K Buy