Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$768K Buy
2025
Q1
$567K Buy
2024
Q4
$415K Buy
2024
Q3
$453K Sell
2024
Q2
$604K Sell
2024
Q1
$638K Buy
2023
Q4
$251K Sell
2023
Q3
$282K Buy
2023
Q2
$242K Sell
2023
Q1
$246K Buy
2022
Q2
Sell
2022
Q1
$403K Buy
2021
Q4
$417K Buy
2021
Q3
$284K Buy
2020
Q1
Sell
2019
Q4
$321K Buy