Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$600K Sell
2025
Q1
$828K Buy
2024
Q4
$910K Buy
2024
Q3
$431K Sell
2024
Q2
$333K Sell
2024
Q1
$420K Buy
2023
Q4
$93.3K Buy
2023
Q3
Sell
2023
Q2
$384K Buy
2023
Q1
$410K Buy
2022
Q4
$375K Buy
2022
Q3
$107K Buy
2022
Q2
$30K Sell
2022
Q1
$297K Sell
2021
Q4
$504K Sell
2021
Q3
$705K Sell
2021
Q2
$853K Sell
2021
Q1
$801K Buy