Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$751K Sell
2025
Q1
$690K Buy
2024
Q4
$638K Sell
2024
Q3
$579K Buy
2024
Q2
$510K Buy
2024
Q1
$531K Buy
2023
Q4
$535K Buy
2023
Q3
$564K Buy
2023
Q2
$537K Hold
2023
Q1
$543K Sell
2022
Q4
$503K Sell
2022
Q3
$428K Buy
2022
Q2
$456K Buy
2022
Q1
$593K Buy
2021
Q4
$620K Buy