Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$906K Buy
2025
Q1
$648K Buy
2024
Q4
$728K Sell
2024
Q3
$655K Sell
2024
Q2
$696K Buy
2024
Q1
$519K Sell
2023
Q4
$418K Buy
2023
Q3
$345K Sell
2023
Q2
$411K Sell
2023
Q1
$385K Sell
2022
Q4
$310K Buy
2022
Q3
Sell
2022
Q2
$215K Buy
2022
Q1
$259K Hold
2021
Q4
$298K Hold
2021
Q3
$277K Hold
2021
Q2
$298K Buy
2021
Q1
$253K Buy
2020
Q4
$211K Buy