Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$540K Sell
2025
Q1
$549K Buy
2024
Q4
$579K Buy
2024
Q3
$696K Sell
2024
Q2
$618K Sell
2024
Q1
$597K Sell
2023
Q4
$579K Sell
2023
Q3
$484K Sell
2023
Q2
$459K Sell
2023
Q1
$480K Buy
2022
Q4
$383K Sell
2022
Q3
$355K Buy
2022
Q2
$440K Buy
2022
Q1
$487K Sell
2021
Q4
$475K Sell
2021
Q3
$471K Sell
2021
Q2
$600K Buy
2021
Q1
$432K Sell
2020
Q4
$474K Sell
2020
Q3
$277K Sell
2020
Q2
$314K Buy