Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
2025
Q1
$1.02M Buy
2024
Q4
$948K Sell
2024
Q3
$1.36M Buy
2024
Q2
$591K Buy
2024
Q1
$488K Buy
2023
Q4
$396K Sell
2023
Q3
$316K Hold
2023
Q2
$335K Hold
2023
Q1
$275K Sell
2022
Q4
$275K Buy
2022
Q3
$209K Buy
2022
Q2
$205K Hold
2022
Q1
$276K Hold
2021
Q4
$276K Sell
2021
Q3
$234K Hold
2021
Q2
$227K Hold
2021
Q1
$231K Buy