Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$961K Hold
2025
Q1
$1M Sell
2024
Q4
$881K Sell
2024
Q3
$967K Hold
2024
Q2
$1.06M Hold
2024
Q1
$983K Hold
2023
Q4
$964K Sell
2023
Q3
$950K Hold
2023
Q2
$891K Sell
2023
Q1
$907K Sell
2022
Q4
$930K Hold
2022
Q3
$813K Sell
2022
Q2
$930K Sell
2022
Q1
$1.52M Buy