Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$525K Buy
2025
Q1
$590K Buy
2024
Q4
$614K Sell
2024
Q3
$704K Buy
2024
Q2
$670K Sell
2024
Q1
$804K Sell
2023
Q4
$740K Sell
2023
Q3
$728K Sell
2023
Q2
$827K Sell
2023
Q1
$778K Sell
2022
Q4
$933K Buy
2022
Q3
$673K Sell
2022
Q2
$715K Buy
2022
Q1
$603K Sell
2021
Q4
$563K Buy
2021
Q3
$429K Buy
2021
Q2
$401K Sell
2021
Q1
$397K Buy
2020
Q4
$361K Buy