Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$965K Buy
2025
Q1
$872K Sell
2024
Q4
$908K Sell
2024
Q3
$1.06M Sell
2024
Q2
$976K Hold
2024
Q1
$911K Buy
2023
Q4
$863K Buy
2022
Q4
Sell
2022
Q3
$624K Sell
2022
Q2
$841K Sell
2022
Q1
$1.22M Buy
2021
Q4
$1.39M Buy
2021
Q3
$1.07M Sell
2021
Q2
$1.8M Sell
2021
Q1
$1.57M Sell
2020
Q4
$1.77M Buy