Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$688K Sell
2025
Q1
$687K Buy
2024
Q4
$809K Buy
2024
Q3
$866K Sell
2024
Q2
$790K Sell
2024
Q1
$900K Sell
2023
Q4
$888K Buy
2023
Q3
$736K Sell
2023
Q2
$966K Sell
2023
Q1
$884K Buy
2022
Q4
$751K Buy
2022
Q3
$639K Buy
2022
Q2
$233K Buy
2022
Q1
$239K Buy
2021
Q4
$293K Buy
2021
Q3
$256K Sell
2021
Q2
$261K Buy