Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$829K Hold
2025
Q1
$936K Sell
2024
Q4
$990K Buy
2024
Q3
$862K Buy
2024
Q2
$743K Sell
2024
Q1
$835K Buy
2023
Q4
$303K Sell
2023
Q3
$361K Buy
2023
Q2
$214K Hold
2023
Q1
$253K Sell
2022
Q4
$345K Buy
2022
Q3
$213K Buy
2022
Q2
$222K Hold
2022
Q1
$235K Hold
2021
Q4
$196K Buy