Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$573K Buy
2024
Q4
$674K Sell
2024
Q3
$869K Sell
2024
Q2
$920K Sell
2024
Q1
$1.15M Buy
2023
Q4
$601K Buy
2023
Q3
$351K Buy
2023
Q2
$238K Sell
2023
Q1
$335K Buy
2022
Q4
$273K Buy
2022
Q3
$256K Buy
2022
Q1
Sell
2021
Q4
$222K Sell
2021
Q3
$288K Sell
2021
Q2
$311K Buy
2021
Q1
Sell
2020
Q4
$239K Buy
2020
Q3
$200K Buy