Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
2025
Q1
$874K Sell
2024
Q4
$754K Buy
2024
Q3
$446K Hold
2024
Q2
$431K Hold
2024
Q1
$457K Hold
2023
Q4
$365K Hold
2023
Q3
$273K Hold
2023
Q2
$256K Hold
2023
Q1
$188K Hold
2022
Q4
$147K Sell
2022
Q3
$171K Sell
2022
Q2
$307K Hold
2022
Q1
$535K Sell
2021
Q4
$944K Buy