Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$806K Sell
2025
Q1
$666K Buy
2024
Q4
$984K Sell
2024
Q3
$756K Sell
2024
Q2
$573K Sell
2024
Q1
$516K Sell
2023
Q4
$764K Sell
2023
Q3
$798K Buy
2023
Q2
$709K Sell
2023
Q1
$564K Buy
2022
Q4
$314K Buy
2022
Q3
$664K Buy
2022
Q2
$526K Buy
2022
Q1
$678K Buy
2021
Q4
$630K Sell
2021
Q3
$481K Sell
2021
Q2
$423K Buy
2021
Q1
$413K Sell
2020
Q4
$464K Buy