Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$418K Hold
2025
Q1
$380K Sell
2024
Q4
$772K Buy
2024
Q3
$892K Buy
2023
Q4
Sell
2023
Q3
$876K Sell
2023
Q2
$1.12M Buy
2023
Q1
$274K Sell
2022
Q4
$533K Buy
2022
Q3
$782K Buy
2022
Q2
$398K Sell
2022
Q1
$1.31M Buy
2021
Q4
$932K Buy
2021
Q3
$928K Buy