Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$775K Sell
2025
Q1
$828K Buy
2024
Q4
$295K Sell
2024
Q3
$301K Buy
2024
Q1
Sell
2023
Q4
$1.35M Sell
2023
Q3
$1.51M Sell
2023
Q2
$1.25M Sell
2023
Q1
$1.37M Buy
2022
Q4
$993K Hold
2022
Q3
$817K Sell
2022
Q2
$1.13M Buy
2022
Q1
$1.26M Buy
2021
Q4
$626K Buy
2021
Q2
$980K Sell
2021
Q1
$1.46M Buy
2020
Q4
$1.24M Sell
2020
Q3
$1.28M Buy
2020
Q2
$1.06M Sell
2020
Q1
$675K Buy