Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$910K Buy
2025
Q1
$813K Sell
2024
Q4
$926K Sell
2024
Q3
$924K Hold
2024
Q2
$1.1M Buy
2024
Q1
$119K Sell
2023
Q4
$104K Sell
2023
Q3
$106K Sell
2023
Q2
$111K Sell
2023
Q1
$111K Buy
2022
Q2
Sell
2022
Q1
$149K Buy
2021
Q4
$124K Buy
2021
Q3
$122K Sell
2021
Q2
$260K Buy
2021
Q1
$233K Buy
2020
Q4
$147K Buy