Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$462K Sell
2025
Q1
$617K Sell
2024
Q4
$657K Buy
2024
Q3
$333K Sell
2024
Q2
$692K Buy
2024
Q1
$292K Sell
2023
Q4
$629K Sell
2023
Q3
$1.14M Sell
2023
Q2
$1.52M Sell
2023
Q1
$1.59M Buy
2022
Q4
$1.35M Sell
2022
Q3
$1.38M Buy
2022
Q2
$1.32M Buy
2022
Q1
$999K Buy
2021
Q4
$592K Hold
2021
Q3
$630K Hold
2021
Q2
$599K Sell
2021
Q1
$617K Buy