Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$572K Buy
2025
Q1
$648K Buy
2024
Q4
$656K Sell
2024
Q3
$847K Sell
2024
Q2
$822K Sell
2024
Q1
$901K Buy
2023
Q4
$874K Sell
2023
Q3
$1.07M Sell
2023
Q2
$1.19M Buy
2023
Q1
$1.13M Buy
2022
Q4
$1.12M Buy
2022
Q3
$1.01M Buy
2022
Q2
$1.03M Buy
2022
Q1
$1.03M Sell
2021
Q4
$989K Hold
2021
Q3
$931K Buy
2021
Q2
$925K Buy
2021
Q1
$887K Buy
2020
Q4
$827K Buy