Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$751K Buy
2025
Q1
$818K Sell
2024
Q4
$694K Buy
2024
Q3
$698K Sell
2024
Q2
$609K Sell
2024
Q1
$670K Buy
2023
Q4
$555K Buy
2023
Q3
$519K Hold
2023
Q2
$469K Sell
2023
Q1
$561K Sell
2022
Q4
$571K Sell
2022
Q3
$511K Sell
2022
Q2
$585K Buy
2022
Q1
$603K Buy
2021
Q4
$248K Buy