Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$433K Sell
2025
Q1
$461K Hold
2024
Q4
$421K Sell
2024
Q3
$491K Sell
2024
Q2
$468K Sell
2024
Q1
$492K Hold
2023
Q4
$429K Sell
2023
Q3
$408K Sell
2023
Q2
$405K Sell
2023
Q1
$7.05M Sell
2022
Q4
$8.4M Sell
2022
Q3
$6.94M Buy
2022
Q2
$5.54M Buy
2022
Q1
$2.95M Buy
2021
Q4
$2.56M Buy
2021
Q3
$2.09M Buy
2021
Q2
$1.8M Sell
2021
Q1
$2.17M Buy