Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$677K Sell
2025
Q1
$913K Hold
2024
Q4
$949K Hold
2024
Q3
$682K Hold
2024
Q2
$777K Hold
2024
Q1
$715K Sell
2023
Q4
$579K Buy
2023
Q3
$619K Sell
2023
Q2
$683K Sell
2023
Q1
$675K Sell
2022
Q4
$505K Sell
2022
Q3
$889K Sell
2022
Q2
$928K Buy
2022
Q1
$785K Sell
2021
Q4
$365K Sell
2021
Q3
$395K Buy
2021
Q2
$358K Buy
2021
Q1
$148K Sell
2020
Q4
$152K Sell
2020
Q3
$153K Buy
2020
Q2
$107K Buy