Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$490K Sell
2025
Q1
$413K Sell
2024
Q4
$498K Sell
2024
Q3
$484K Sell
2024
Q2
$516K Sell
2024
Q1
$447K Sell
2023
Q4
$610K Sell
2023
Q3
$738K Buy
2023
Q2
$842K Sell
2023
Q1
$1.22M Buy
2022
Q4
$955K Sell
2022
Q3
$890K Buy
2022
Q2
$1.06M Buy
2022
Q1
$1.28M Buy
2021
Q4
$1.05M Buy
2021
Q3
$867K Buy
2021
Q2
$876K Sell
2021
Q1
$1.43M Buy
2020
Q4
$1.13M Buy
2020
Q3
$800K Buy
2020
Q2
$524K Buy