Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$942K Buy
2025
Q1
$702K Buy
2024
Q4
$671K Buy
2024
Q3
$765K Buy
2024
Q2
$765K Sell
2024
Q1
$830K Sell
2023
Q4
$986K Buy
2023
Q3
$591K Buy
2023
Q2
$699K Hold
2023
Q1
$656K Sell
2022
Q4
$532K Buy
2022
Q3
$355K Sell
2022
Q2
$410K Buy
2022
Q1
$525K Buy
2021
Q4
$617K Hold
2021
Q3
$577K Buy
2021
Q2
$508K Hold
2021
Q1
$454K Hold
2020
Q4
$358K Buy
2020
Q3
$209K Buy