Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$602K Hold
2025
Q1
$575K Sell
2024
Q4
$571K Sell
2024
Q3
$575K Buy
2024
Q2
$507K Sell
2024
Q1
$1.03M Sell
2023
Q4
$947K Sell
2023
Q3
$875K Sell
2023
Q2
$843K Hold
2023
Q1
$770K Sell
2022
Q4
$2.09M Buy
2022
Q3
$1.7M Buy
2022
Q2
$1.66M Buy
2022
Q1
$1.74M Buy
2021
Q4
$1.7M Sell
2021
Q3
$1.41M Buy
2021
Q2
$1.23M Sell
2021
Q1
$1.09M Buy