Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$464K Sell
2025
Q1
$1.09M Sell
2024
Q4
$1.34M Sell
2024
Q3
$1.28M Buy
2024
Q2
$1.11M Sell
2024
Q1
$988K Buy
2023
Q4
$800K Buy
2023
Q3
$641K Sell
2023
Q2
$1.07M Sell
2023
Q1
$879K Buy
2022
Q4
$760K Hold
2022
Q3
$566K Hold
2022
Q2
$638K Buy
2022
Q1
$733K Buy
2021
Q4
$282K Buy
2021
Q3
$263K Buy
2021
Q2
$213K Buy