Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$720K Sell
2024
Q4
$953K Sell
2024
Q3
$1.07M Hold
2024
Q2
$735K Sell
2024
Q1
$805K Buy
2023
Q4
$843K Sell
2023
Q3
$814K Hold
2023
Q2
$725K Hold
2023
Q1
$759K Buy
2022
Q4
$573K Sell
2022
Q3
$633K Buy
2022
Q2
$589K Buy
2022
Q1
$669K Sell
2021
Q4
$2.15M Sell
2021
Q3
$3.92M Buy
2021
Q2
$4.45M Sell
2021
Q1
$4.29M Buy
2020
Q4
$2.77M Buy
2020
Q3
$853K Buy
2020
Q2
$215K Buy