Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$625K Buy
2025
Q1
$402K Buy
2024
Q4
$351K Buy
2024
Q3
$225K Sell
2024
Q2
$375K Buy
2023
Q3
Sell
2023
Q2
$607K Sell
2023
Q1
$561K Buy
2022
Q4
$492K Sell
2022
Q3
$420K Buy
2022
Q2
$494K Sell
2022
Q1
$654K Buy
2021
Q4
$702K Buy
2021
Q3
$603K Buy
2021
Q2
$610K Sell
2021
Q1
$860K Buy
2020
Q4
$435K Buy
2020
Q3
$3.89K Buy