Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$565K Sell
2025
Q1
$831K Sell
2024
Q4
$1.26M Sell
2024
Q3
$1.23M Buy
2024
Q2
$1.03M Sell
2024
Q1
$1.25M Buy
2023
Q4
$1.09M Buy
2023
Q3
$973K Hold
2023
Q2
$1.04M Sell
2023
Q1
$948K Buy
2022
Q4
$900K Hold
2022
Q3
$804K Hold
2022
Q2
$809K Sell
2022
Q1
$1.17M Hold
2021
Q4
$1.08M Hold
2021
Q3
$1.03M Buy