Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$557K Sell
2025
Q1
$618K Buy
2024
Q4
$751K Buy
2024
Q3
$737K Sell
2024
Q2
$839K Sell
2024
Q1
$1.01M Sell
2023
Q4
$914K Sell
2023
Q3
$911K Sell
2023
Q2
$834K Sell
2023
Q1
$873K Buy
2022
Q4
$845K Buy
2022
Q3
$661K Sell
2022
Q2
$781K Buy
2022
Q1
$754K Sell
2021
Q4
$915K Sell
2021
Q3
$885K Sell
2021
Q2
$936K Buy
2021
Q1
$912K Sell
2020
Q4
$874K Sell
2020
Q3
$666K Buy
2020
Q2
$570K Buy