Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$705K Sell
2025
Q1
$765K Sell
2024
Q4
$722K Buy
2024
Q3
$585K Buy
2024
Q2
Sell
2024
Q1
$700K Buy
2023
Q4
Sell
2023
Q3
$907K Buy
2023
Q2
$1.12M Buy
2023
Q1
$1.06M Sell
2022
Q4
$1.08M Sell
2022
Q3
$1.15M Hold
2022
Q2
$976K Sell
2022
Q1
$1.21M Buy
2021
Q4
$1.44M Hold
2021
Q3
$1.72M Hold
2021
Q2
$1.26M Buy
2020
Q1
Sell
2019
Q4
$10.6K Sell
2019
Q3
$10.5K Buy