Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$713K Buy
2025
Q1
$592K Sell
2024
Q4
$793K Buy
2024
Q3
$658K Buy
2024
Q2
$374K Sell
2024
Q1
$437K Sell
2023
Q4
$509K Sell
2023
Q3
$607K Buy
2023
Q2
$643K Sell
2023
Q1
$741K Buy
2022
Q4
$429K Sell
2022
Q3
$901K Buy
2022
Q2
$398K Sell
2022
Q1
$873K Buy
2021
Q4
$855K Buy
2021
Q3
$1.13M Buy
2021
Q2
$1.16M Sell
2021
Q1
$1.08M Sell
2020
Q4
$1.35M Sell
2020
Q3
$1.14M Sell
2020
Q2
$1.07M Sell
2020
Q1
$662K Buy