Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$785K Sell
2025
Q1
$773K Buy
2024
Q4
$730K Sell
2024
Q3
$825K Sell
2024
Q2
$1.02M Buy
2024
Q1
$847K Hold
2023
Q4
$723K Hold
2023
Q3
$555K Buy
2023
Q2
$548K Sell
2023
Q1
$600K Sell
2022
Q4
$522K Sell
2022
Q3
$638K Buy
2022
Q2
$540K Hold
2022
Q1
$647K Sell
2021
Q4
$854K Buy