Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
2025
Q1
$572K Sell
2024
Q4
$560K Sell
2024
Q3
$522K Buy
2024
Q2
$461K Buy
2024
Q1
$459K Hold
2023
Q4
$465K Sell
2023
Q3
$538K Hold
2023
Q2
$517K Hold
2023
Q1
$523K Buy
2022
Q4
$469K Sell
2022
Q3
$405K Sell
2022
Q2
$603K Hold
2022
Q1
$789K Hold
2021
Q4
$896K Sell
2021
Q3
$866K Sell
2021
Q2
$867K Buy
2021
Q1
$829K Sell
2020
Q4
$752K Buy