Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$961K Sell
2025
Q1
$995K Buy
2024
Q4
$1.05M Buy
2024
Q3
$856K Sell
2024
Q2
$804K Buy
2024
Q1
$778K Sell
2023
Q4
$1.04M Buy
2023
Q3
$919K Buy
2023
Q2
$679K Sell
2023
Q1
$648K Sell
2022
Q4
$746K Buy
2022
Q3
$432K Buy
2022
Q2
$236K Sell
2022
Q1
$564K Buy
2021
Q4
$534K Buy
2021
Q3
$387K Buy
2021
Q2
$319K Buy