Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$534K Buy
2025
Q1
$595K Buy
2024
Q4
$531K Hold
2024
Q3
$512K Sell
2024
Q2
$466K Buy
2024
Q1
Sell
2023
Q4
$522K Buy
2023
Q3
$542K Buy
2023
Q2
Sell
2023
Q1
$295K Sell
2022
Q4
$282M Hold
2022
Q3
$252K Buy
2022
Q2
Sell
2022
Q1
$322K Sell
2021
Q4
$298K Hold
2021
Q3
$289K Buy
2021
Q2
Sell
2021
Q1
$233K Buy
2020
Q4
$209K Buy