Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$480K Buy
2025
Q1
$427K Sell
2024
Q4
$525K Sell
2024
Q3
$743K Buy
2024
Q2
$598K Sell
2024
Q1
$758K Buy
2023
Q4
$866K Sell
2023
Q3
$771K Buy
2023
Q2
$888K Sell
2023
Q1
$999K Sell
2022
Q4
$1.05M Buy
2022
Q3
$744K Sell
2022
Q2
$920K Buy
2022
Q1
$1.21M Buy
2021
Q4
$1.49M Sell
2021
Q3
$1.47M Buy
2021
Q2
$1.56M Buy
2021
Q1
$1.34M Sell
2020
Q4
$1.43M Buy