Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$771K Sell
2025
Q1
$712K Sell
2024
Q4
$684K Sell
2024
Q3
$735K Sell
2024
Q2
$679K Sell
2024
Q1
$783K Sell
2023
Q4
$858K Sell
2023
Q3
$940K Sell
2023
Q2
$910K Hold
2023
Q1
$920K Buy
2022
Q4
$836K Sell
2022
Q3
$706K Buy
2022
Q2
$731K Hold
2022
Q1
$956K Buy
2021
Q4
$1.05M Buy
2021
Q3
$628K Sell
2021
Q2
$617 Sell
2021
Q1
$608 Buy