Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
2025
Q1
$858K Sell
2024
Q4
$792K Buy
2024
Q3
$794K Hold
2024
Q2
$621K Sell
2024
Q1
$861K Buy
2023
Q4
$721K Buy
2023
Q3
$617K Buy
2023
Q2
$530K Buy
2023
Q1
$489K Buy
2022
Q4
$523K Hold
2022
Q3
$441K Sell
2022
Q2
$524K Sell
2022
Q1
$498K Buy
2021
Q4
$476K Buy