Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$613K Buy
2025
Q1
$484K Buy
2024
Q4
$401K Sell
2024
Q3
$557K Sell
2024
Q2
$773K Sell
2024
Q1
$863K Sell
2023
Q4
$878K Buy
2023
Q3
$700K Sell
2023
Q2
$1.18M Sell
2023
Q1
$1.19M Sell
2022
Q4
$1.3M Sell
2022
Q3
$1.19M Sell
2022
Q2
$1.43M Sell
2022
Q1
$1.37M Sell
2021
Q4
$1.44M Buy
2021
Q3
$1.26M Buy
2021
Q2
$975K Sell
2021
Q1
$885K Buy
2020
Q4
$295K Buy