Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
2025
Q1
$386K Sell
2024
Q4
$430K Sell
2024
Q3
$695K Sell
2024
Q2
$778K Sell
2024
Q1
$845K Sell
2023
Q4
$712K Sell
2023
Q3
$700K Sell
2023
Q2
$928K Sell
2023
Q1
$917K Sell
2022
Q4
$964K Sell
2022
Q3
$765K Sell
2022
Q2
$847K Buy
2022
Q1
$749K Buy
2021
Q4
$696K Buy
2021
Q3
$651K Sell
2021
Q2
$7.47M Sell
2021
Q1
$7.39M Buy