Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$828K Sell
2025
Q1
$547K Hold
2024
Q4
$652K Sell
2024
Q3
$689K Sell
2024
Q2
$584K Sell
2024
Q1
$525K Hold
2023
Q4
$440K Sell
2023
Q3
$452K Buy
2023
Q2
$482K Sell
2023
Q1
$377K Hold
2022
Q4
$332K Buy
2022
Q3
$304K Buy
2022
Q2
$282K Sell
2022
Q1
$334K Buy
2021
Q4
$351K Sell
2021
Q3
$351K Sell
2021
Q2
$314K Buy
2021
Q1
$276K Hold
2020
Q4
$254K Buy