Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$789K Sell
2025
Q1
$583K Sell
2024
Q4
$701K Sell
2024
Q3
$661K Sell
2024
Q2
$792K Sell
2024
Q1
$620K Sell
2023
Q4
$477K Buy
2023
Q3
$368K Hold
2023
Q2
$427K Sell
2023
Q1
$401K Hold
2022
Q4
$321K Buy
2022
Q3
$291K Sell
2022
Q2
$354K Buy
2022
Q1
$444K Sell
2021
Q4
$535K Buy
2021
Q3
$275K Buy
2021
Q2
$286K Buy
2021
Q1
$269K Buy
2020
Q4
$247K Buy