Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$742K Buy
2025
Q1
$581K Sell
2024
Q4
$795K Sell
2024
Q3
$773K Hold
2024
Q2
$744K Buy
2024
Q1
$378K Sell
2023
Q4
$470K Sell
2023
Q3
$497K Buy
2023
Q2
$317K Sell
2023
Q1
$341K Sell
2022
Q4
$436K Buy
2022
Q3
$287K Buy
2022
Q2
Sell
2022
Q1
$1.52M Buy
2021
Q4
$1.15M Buy
2017
Q2
Hold
2017
Q1
Hold