Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$763K Sell
2025
Q1
$509K Buy
2024
Q4
$336K Sell
2024
Q3
$730K Buy
2024
Q2
$317K Sell
2024
Q1
$292K Sell
2023
Q4
$298K Sell
2023
Q3
$296K Sell
2023
Q2
$298K Sell
2023
Q1
$267K Sell
2022
Q4
$258K Sell
2022
Q3
$303K Buy
2022
Q2
$212K Buy
2022
Q1
$264K Buy
2021
Q1
Sell
2020
Q4
$156K Sell
2020
Q3
$145K Buy