Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$911K Hold
2025
Q1
$810K Buy
2024
Q4
$774K Hold
2024
Q3
$696K Sell
2024
Q2
$669K Sell
2024
Q1
$726K Hold
2023
Q4
$735K Hold
2023
Q3
$782K Buy
2023
Q2
$697K Hold
2023
Q1
$704K Hold
2022
Q4
$642K Sell
2022
Q3
$794K Hold
2022
Q2
$846K Buy
2022
Q1
$1.08M Sell
2021
Q4
$1.28M Buy