Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$679K Buy
2025
Q1
$627K Buy
2024
Q4
$665K Sell
2024
Q3
$703K Buy
2024
Q2
$661K Sell
2024
Q1
$665K Sell
2023
Q4
$597K Sell
2023
Q3
$592K Sell
2023
Q2
$746K Buy
2023
Q1
$754K Buy
2022
Q4
$670K Buy
2022
Q3
$495K Buy
2022
Q2
$487K Buy
2022
Q1
$389K Sell
2021
Q4
$545K Sell
2021
Q3
$493K Buy