Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$869K Sell
2025
Q1
$979K Buy
2024
Q4
$1.07M Buy
2024
Q3
$960K Hold
2024
Q2
$868K Hold
2024
Q1
$706K Sell
2023
Q4
$981K Hold
2023
Q3
$872K Buy
2023
Q2
$847K Sell
2023
Q1
$748K Sell
2022
Q4
$600K Hold
2022
Q3
$638K Buy
2022
Q2
$587K Hold
2022
Q1
$750K Hold
2021
Q4
$763K Buy