Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.8M Sell
2025
Q1
$1.73M Buy
2024
Q4
$739K Buy
2024
Q3
$675K Buy
2024
Q2
$626K Sell
2024
Q1
$543K Sell
2023
Q4
$499K Sell
2023
Q3
$475K Buy
2023
Q2
$351K Hold
2023
Q1
$324K Hold
2022
Q4
$298K Sell
2022
Q3
$313K Hold
2022
Q2
$317K Buy
2022
Q1
$364K Hold
2021
Q4
$373K Hold
2021
Q3
$295K Buy
2021
Q2
$258K Buy
2021
Q1
$229K Buy