Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$944K Sell
2025
Q1
$914K Buy
2024
Q4
$421K Sell
2024
Q3
$955K Buy
2024
Q2
$350K Sell
2024
Q1
$1.22M Buy
2023
Q4
$955K Hold
2023
Q3
$756K Hold
2023
Q2
$770K Sell
2023
Q1
$708K Buy
2022
Q4
$540K Hold
2022
Q3
$437K Sell
2022
Q2
$778K Sell
2022
Q1
$1.42M Buy
2021
Q4
$1.85M Sell
2021
Q3
$1.74M Buy
2021
Q2
$1.56M Buy
2021
Q1
$1.44M Sell
2020
Q4
$1.34M Buy
2020
Q3
$807K Buy
2020
Q2
$303K Buy