Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
2025
Q1
$693K Buy
2024
Q4
$425K Sell
2024
Q3
$342K Sell
2024
Q2
$295K Sell
2024
Q1
$350K Sell
2023
Q4
$372K Sell
2023
Q3
$262K Hold
2023
Q2
$311K Hold
2023
Q1
$231K Buy
2022
Q2
Sell
2022
Q1
$523K Buy
2021
Q4
$837K Sell
2021
Q3
$897K Sell
2021
Q2
$975K Buy
2021
Q1
$351K Buy
2020
Q4
$325K Buy
2020
Q3
$295K Buy
2020
Q2
$281K Buy