Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$852K Sell
2025
Q1
$978K Sell
2024
Q4
$1.44M Sell
2024
Q3
$1.26M Buy
2024
Q2
$622K Hold
2024
Q1
$661K Buy
2023
Q3
Sell
2023
Q2
$398K Hold
2023
Q1
$378K Sell
2022
Q4
$497K Buy
2022
Q3
$400K Sell
2022
Q2
$445K Sell
2022
Q1
$523K Sell
2021
Q4
$518K Buy
2021
Q3
$347K Hold
2021
Q2
$364K Hold
2021
Q1
$330K Buy