Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
2025
Q1
$786K Sell
2024
Q4
$1.1M Sell
2024
Q3
$963K Hold
2024
Q2
$924K Sell
2024
Q1
$756K Sell
2023
Q4
$668K Sell
2023
Q3
$627K Sell
2023
Q2
$1.63M Sell
2023
Q1
$1.8M Sell
2022
Q4
$2.58M Buy
2022
Q3
$1.3M Sell
2022
Q2
$1.77M Buy
2022
Q1
$2.53M Buy
2021
Q4
$2.81M Buy
2021
Q3
$2.63M Buy
2021
Q2
$1.86M Buy
2021
Q1
$1.91M Sell
2020
Q4
$1.68M Sell
2020
Q3
$404K Buy
2020
Q2
Sell
2020
Q1
$145K Buy