Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$995K Buy
2025
Q1
$748K Sell
2024
Q4
$1.37M Buy
2024
Q3
$876K Buy
2024
Q2
$622K Sell
2024
Q1
$588K Sell
2023
Q4
$881K Sell
2023
Q3
$899K Buy
2023
Q2
$939K Hold
2023
Q1
$744K Buy
2022
Q4
$422K Buy
2022
Q3
$878K Buy
2022
Q2
$716K Buy
2022
Q1
$1.13M Sell
2021
Q4
$1.14M Buy
2021
Q3
$831K Buy
2021
Q2
$682K Buy
2021
Q1
$595K Sell
2020
Q4
$669K Buy
2020
Q3
$373K Buy