Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Sell
2025
Q1
$329K Buy
2024
Q4
$454K Buy
2024
Q3
$608K Sell
2024
Q2
$607K Sell
2024
Q1
$847K Sell
2023
Q4
$802K Sell
2023
Q3
$758K Buy
2023
Q2
$757K Sell
2023
Q1
$904K Sell
2022
Q4
$890K Buy
2022
Q3
$682K Sell
2022
Q2
$763K Sell
2022
Q1
$873K Sell
2021
Q4
$985K Sell
2021
Q3
$830K Sell
2021
Q2
$822K Buy
2021
Q1
$574K Sell
2020
Q4
$392K Buy
2020
Q3
$185K Buy
2020
Q2
$164K Buy