Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.78M Buy
2025
Q1
$323K Sell
2024
Q4
$306K Buy
2024
Q3
$253K Sell
2024
Q2
$250K Buy
2024
Q1
$238K Buy
2023
Q4
$219K Sell
2023
Q3
$1.6M Buy
2023
Q2
Sell
2023
Q1
$180K Hold
2022
Q4
$166K Sell
2022
Q3
$167K Sell
2022
Q2
$600K Buy
2022
Q1
$626K Buy
2021
Q4
$127K Hold
2021
Q3
$131K Buy
2021
Q2
$120K Hold
2021
Q1
$109K Hold
2020
Q4
$112K Buy