Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$960K Sell
2025
Q1
$1.31M Buy
2024
Q4
$896K Buy
2024
Q3
$827K Hold
2024
Q2
$802K Sell
2024
Q1
$769K Buy
2023
Q4
$501K Sell
2023
Q3
$527K Buy
2023
Q2
$395K Sell
2023
Q1
$446K Buy
2022
Q4
$218K Buy
2021
Q3
Sell
2021
Q2
$212K Buy