Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$549K Sell
2025
Q1
$531K Sell
2024
Q4
$662K Sell
2024
Q3
$656K Hold
2024
Q2
$596K Sell
2024
Q1
$565K Hold
2023
Q4
$588K Sell
2023
Q3
$537K Buy
2023
Q2
$573K Buy
2023
Q1
$578K Sell
2022
Q4
$767K Sell
2022
Q3
$753K Sell
2022
Q2
$834K Sell
2022
Q1
$942K Hold
2021
Q4
$741K Buy
2021
Q3
$682K Buy
2021
Q2
$686K Buy
2021
Q1
$682K Buy
2020
Q4
$635K Buy