Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$981K Sell
2025
Q1
$1.06M Sell
2024
Q4
$1.06M Buy
2024
Q3
$888K Buy
2024
Q2
$648K Buy
2024
Q1
$679K Sell
2023
Q4
$637K Sell
2023
Q3
$641K Sell
2023
Q2
$682K Sell
2023
Q1
$659K Sell
2022
Q4
$694K Sell
2022
Q3
$621K Hold
2022
Q2
$688K Sell
2022
Q1
$780K Buy
2021
Q4
$759K Buy
2021
Q3
$770K Sell
2021
Q2
$856K Sell
2021
Q1
$811K Buy