Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$625K Sell
2025
Q1
$581K Buy
2024
Q4
$641K Buy
2024
Q3
$560K Sell
2024
Q2
$635K Sell
2024
Q1
$1.06M Sell
2023
Q4
$823K Sell
2023
Q3
$743K Sell
2023
Q2
$803K Sell
2023
Q1
$836K Buy
2022
Q4
$583K Buy
2022
Q3
$469K Sell
2022
Q2
$673K Buy
2022
Q1
$718K Buy
2021
Q4
$868K Buy
2021
Q3
$946K Sell
2021
Q2
$932K Buy
2021
Q1
$537K Buy