Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.41M Sell
2025
Q1
$1.17M Sell
2024
Q4
$1.73M Buy
2024
Q3
Sell
2024
Q2
$1.64M Buy
2023
Q2
Sell
2023
Q1
$909K Sell
2022
Q4
$921K Buy
2022
Q3
Sell
2022
Q2
$748K Buy
2022
Q1
$895K Hold
2021
Q4
$996K Sell
2021
Q3
$890K Buy
2021
Q2
Sell
2021
Q1
$947K Sell
2020
Q4
$830K Hold
2020
Q3
$704K Hold
2020
Q2
$604K Sell
2020
Q1
$538K Buy