Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$822K Buy
2025
Q1
$586K Sell
2024
Q4
$716K Hold
2024
Q3
$630K Hold
2024
Q2
$630K Buy
2024
Q1
$435K Sell
2023
Q4
$393K Sell
2023
Q3
$376K Sell
2023
Q2
$452K Hold
2023
Q1
$417K Buy
2022
Q4
$316K Buy
2022
Q3
$223K Buy
2022
Q2
$264K Sell
2022
Q1
$381K Hold
2021
Q4
$440K Sell
2021
Q3
$504K Hold
2021
Q2
$543K Buy
2021
Q1
$456K Buy
2020
Q4
$404K Hold
2020
Q3
$301K Sell
2020
Q2
$270K Buy