Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$941K Sell
2025
Q1
$928K Sell
2024
Q4
$1.02M Buy
2024
Q3
$864K Buy
2024
Q2
$721K Buy
2022
Q1
Sell
2021
Q4
$321K Buy
2021
Q3
$431K Sell
2021
Q2
$598K Hold
2021
Q1
$635K Buy
2020
Q4
$553K Hold
2020
Q3
$433K Buy