Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$854K Buy
2025
Q1
$842K Buy
2024
Q4
$874K Sell
2024
Q3
$1.06M Hold
2024
Q2
$1.03M Sell
2024
Q1
$1.02M Sell
2023
Q4
$1.12M Sell
2023
Q3
$1.46M Sell
2023
Q2
$1.75M Hold
2023
Q1
$1.95M Sell
2022
Q4
$2.46M Buy
2022
Q3
$2.03M Buy
2022
Q2
$2.37M Sell
2022
Q1
$2.36M Buy
2021
Q4
$2.35M Sell
2021
Q3
$1.72M Sell
2021
Q2
$1.65M Sell
2021
Q1
$1.53M Buy
2020
Q4
$1.55M Sell
2020
Q3
$1.58M Sell
2020
Q2
$1.43M Sell
2020
Q1
$1.71M Buy