Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$811K Buy
2025
Q1
$489K Sell
2024
Q4
$637K Sell
2024
Q3
$671K Hold
2024
Q2
$556K Sell
2024
Q1
$941K Hold
2023
Q4
$790K Hold
2023
Q3
$793K Hold
2023
Q2
$892K Sell
2023
Q1
$703K Sell
2022
Q4
$640K Sell
2022
Q3
$481K Sell
2022
Q2
$736K Buy
2022
Q1
$871K Sell
2021
Q4
$923K Buy
2021
Q3
$688K Sell
2021
Q2
$828K Buy