Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$798K Sell
2025
Q1
$896K Buy
2024
Q4
$469K Sell
2024
Q3
$567K Buy
2024
Q2
$282K Sell
2024
Q1
$384K Buy
2023
Q4
$267K Buy
2023
Q3
$121K Buy
2022
Q2
Sell
2022
Q1
$179K Buy
2021
Q4
$169K Sell
2021
Q3
$153K Sell
2021
Q2
$180K Buy
2021
Q1
$14K Buy