Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$822K Buy
2025
Q1
$706K Sell
2024
Q4
$714K Sell
2024
Q3
$865K Buy
2024
Q2
$800K Buy
2024
Q1
$716K Buy
2023
Q4
$590K Sell
2023
Q3
$559K Sell
2023
Q2
$562K Buy
2023
Q1
$544K Buy
2022
Q4
$455K Buy
2022
Q3
$342K Buy
2022
Q2
$360K Buy
2022
Q1
$405K Buy
2021
Q4
$14K Sell
2021
Q3
$407K Buy
2021
Q2
$311K Buy
2021
Q1
$238K Buy