Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$724K Sell
2025
Q1
$732K Buy
2024
Q4
$818K Sell
2024
Q3
$1.16M Sell
2024
Q2
$949K Sell
2024
Q1
$1.03M Sell
2023
Q4
$1.14M Sell
2023
Q3
$996K Hold
2023
Q2
$1.06M Hold
2023
Q1
$931K Sell
2022
Q4
$780K Hold
2022
Q3
$674K Sell
2022
Q2
$733K Buy
2022
Q1
$804K Sell
2021
Q4
$1.11M Sell
2021
Q3
$1.05M Buy
2021
Q2
$1.06M Buy
2021
Q1
$1M Hold
2020
Q4
$869K Sell
2020
Q3
$886K Sell
2020
Q2
$886K Sell
2020
Q1
$724K Buy