Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$895K Hold
2025
Q1
$776K Sell
2024
Q4
$1.03M Buy
2024
Q3
$483K Hold
2024
Q2
$501K Sell
2024
Q1
$470K Sell
2023
Q4
$434K Sell
2023
Q3
$370K Sell
2023
Q2
$386K Hold
2023
Q1
$306K Buy
2022
Q4
$243K Sell
2022
Q3
$400K Hold
2022
Q2
$376K Sell
2022
Q1
$733K Buy
2021
Q4
$684K Buy