Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$981K Buy
2025
Q1
$1.04M Sell
2024
Q4
$970K Hold
2024
Q3
$1.08M Hold
2024
Q2
$936K Hold
2024
Q1
$994K Sell
2023
Q4
$877K Sell
2023
Q3
$873K Sell
2023
Q2
$816K Buy
2023
Q1
$933K Sell
2022
Q4
$979K Hold
2022
Q3
$813K Sell
2022
Q2
$989K Sell
2022
Q1
$1.08M Sell
2021
Q4
$939K Sell
2021
Q3
$772K Sell
2021
Q2
$830K Sell
2021
Q1
$792K Buy
2020
Q4
$698K Buy