Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$972K Buy
2025
Q1
$678K Buy
2024
Q4
$452K Buy
2024
Q3
$334K Buy
2024
Q2
$318K Hold
2024
Q1
$398K Sell
2023
Q4
$379K Sell
2023
Q3
$348K Hold
2023
Q2
$365K Sell
2023
Q1
$691K Buy
2022
Q4
$249K Sell
2022
Q3
$417K Buy
2022
Q2
$318K Buy
2022
Q1
$358K Sell
2021
Q4
$925K Buy
2021
Q3
$660K Buy
2021
Q2
$629K Sell
2021
Q1
$639K Sell
2020
Q4
$646K Buy
2020
Q3
$503K Buy