Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
2025
Q1
$1.75M Hold
2024
Q4
$1.81M Hold
2024
Q3
$1.05M Hold
2024
Q2
$923K Buy
2024
Q1
$887K Buy
2023
Q4
$724K Sell
2023
Q3
$2.27M Hold
2023
Q2
$2.81M Hold
2023
Q1
$3.25M Buy
2022
Q4
Sell
2022
Q3
$3.26M Sell
2022
Q2
$13.1M Hold
2022
Q1
$19.8M Buy
2021
Q4
$17.8M Sell
2021
Q3
$277M Hold
2021
Q2
$401M Hold
2021
Q1
$481M Sell
2020
Q4
$398M Buy