Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$998K Buy
2025
Q1
$845K Sell
2024
Q4
$1M Sell
2024
Q3
$991K Buy
2024
Q2
$624K Buy
2024
Q1
$251K Sell
2023
Q4
$227K Sell
2023
Q3
$296K Buy
2023
Q2
$219K Sell
2023
Q1
$230K Buy
2022
Q4
$209K Buy
2022
Q1
Sell
2021
Q4
$427K Buy
2021
Q3
$275K Hold
2021
Q2
$275K Buy
2020
Q1
Sell
2019
Q4
$421K Buy
2019
Q3
$225K Buy