Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$607K Sell
2025
Q1
$463K Buy
2024
Q4
$563K Hold
2024
Q3
$561K Buy
2024
Q2
$525K Sell
2024
Q1
$533K Buy
2023
Q4
$408K Sell
2023
Q3
$362K Sell
2023
Q2
$343K Buy
2023
Q1
$224K Sell
2022
Q4
$269K Sell
2022
Q3
$256K Hold
2022
Q2
$276K Sell
2022
Q1
$308K Buy
2021
Q4
$283K Buy
2021
Q3
$281K Buy
2021
Q2
$255K Sell
2021
Q1
$287K Buy