Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$663K Buy
2025
Q1
$678K Sell
2024
Q4
$788K Sell
2024
Q3
$978K Sell
2024
Q2
$917K Hold
2024
Q1
$747K Buy
2023
Q4
$796K Sell
2023
Q3
$956K Buy
2023
Q2
$1.06M Sell
2023
Q1
$917K Buy
2022
Q4
$588K Sell
2022
Q3
$797K Sell
2022
Q2
$938K Sell
2022
Q1
$1.4M Sell
2021
Q4
$1.46M Buy
2021
Q3
$938K Sell
2021
Q2
$1.46M Sell
2021
Q1
$1.36M Sell
2020
Q4
$1.7M Buy