Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$560K Buy
2025
Q1
$485K Buy
2024
Q4
$492K Buy
2024
Q3
$449K Sell
2024
Q2
$450K Hold
2024
Q1
$442K Sell
2023
Q4
$395K Sell
2023
Q3
$567K Sell
2023
Q2
$770K Hold
2023
Q1
$797K Sell
2022
Q4
$712K Sell
2022
Q3
$652K Hold
2022
Q2
$679K Hold
2022
Q1
$878K Hold
2021
Q4
$1.01M Buy
2021
Q3
$848K Buy