Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
2025
Q1
$568K Buy
2024
Q4
$578K Sell
2024
Q3
$594K Sell
2024
Q2
$539K Sell
2024
Q1
$546K Buy
2023
Q4
$439K Sell
2023
Q3
$446K Sell
2023
Q2
$660K Buy
2023
Q1
$514K Buy
2022
Q4
$435K Sell
2022
Q3
$326K Buy
2022
Q2
$367K Sell
2022
Q1
$460K Buy
2021
Q4
$340K Buy
2021
Q3
$329K Hold
2021
Q2
$294K Buy
2021
Q1
$258K Buy