Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$945K Sell
2025
Q1
$1.18M Buy
2024
Q4
$883K Sell
2024
Q3
$890K Buy
2022
Q3
Sell
2022
Q2
$770K Sell
2022
Q1
$810K Sell
2021
Q4
$1.03M Hold
2021
Q3
$826K Buy
2021
Q2
$602K Sell
2021
Q1
$675K Buy
2020
Q2
Sell
2020
Q1
$271K Buy