Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
2025
Q1
$928K Sell
2024
Q4
$972K Buy
2024
Q3
$864K Sell
2024
Q2
$946K Hold
2024
Q1
$936K Buy
2023
Q4
$854K Sell
2023
Q3
$999K Buy
2023
Q2
$880K Sell
2023
Q1
$870K Buy
2022
Q4
$617K Sell
2022
Q3
$617K Sell
2022
Q2
$659K Sell
2022
Q1
$956K Sell
2021
Q4
$1.3M Sell
2021
Q3
$1.27M Sell
2021
Q2
$1.84M Sell
2021
Q1
$1.5M Sell
2020
Q4
$1.72M Buy