Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$717K Sell
2025
Q1
$568K Buy
2024
Q4
$505K Buy
2024
Q3
$482K Buy
2024
Q2
$497K Sell
2024
Q1
$463K Buy
2023
Q4
$347K Sell
2023
Q3
$281K Buy
2023
Q2
$290K Sell
2023
Q1
$246K Sell
2022
Q4
$239K Sell
2022
Q3
$209K Hold
2022
Q2
$220K Sell
2022
Q1
$344K Buy
2021
Q4
$375K Buy
2021
Q3
$264K Buy
2021
Q2
$237K Buy
2019
Q3
Sell
2019
Q2
$240K Sell
2019
Q1
$328K Buy