Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$672K Sell
2025
Q1
$908K Sell
2024
Q4
$827K Sell
2024
Q3
$1.06M Buy
2024
Q2
$1.16M Buy
2024
Q1
$828K Hold
2023
Q4
$942K Sell
2023
Q3
$835K Buy
2023
Q2
$585K Hold
2023
Q1
$572K Buy
2022
Q4
Sell
2022
Q3
$258K Buy
2022
Q1
Sell
2021
Q4
$1.03M Buy
2021
Q1
Sell
2020
Q4
$2.44M Buy
2020
Q3
$1.17M Buy
2020
Q2
$897K Buy
2020
Q1
$541K Hold
2019
Q4
$599K Buy