Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$952K Sell
2025
Q1
$931K Sell
2024
Q4
$1.03M Sell
2024
Q3
$1.08M Buy
2024
Q2
$1.3M Buy
2024
Q1
$1.2M Sell
2023
Q4
$936K Sell
2023
Q3
$759K Hold
2023
Q2
$753K Buy
2023
Q1
$586K Buy
2022
Q4
$627K Buy
2022
Q3
$421K Buy
2022
Q2
$281K Buy
2022
Q1
$276K Hold
2021
Q4
$276K Buy