Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
2025
Q1
Sell
2024
Q4
$1.14M Buy
2024
Q3
$824K Buy
2024
Q2
$663K Buy
2023
Q3
Sell
2023
Q2
$908K Hold
2023
Q1
$1.02M Buy
2022
Q4
$700K Sell
2022
Q3
$2.06M Buy
2022
Q2
$711K Hold
2022
Q1
$1.03M Buy
2021
Q4
$879K Sell
2021
Q3
$789K Buy
2021
Q2
$767K Buy
2021
Q1
$532K Buy