Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$508K Sell
2025
Q1
$523K Sell
2024
Q4
$466K Sell
2024
Q3
$549K Sell
2024
Q2
$773K Hold
2024
Q1
$1.1M Hold
2023
Q4
$1.25M Hold
2023
Q3
$887K Hold
2023
Q2
$835K Hold
2023
Q1
$816K Sell
2022
Q4
$668K Hold
2022
Q3
$651K Buy
2022
Q2
$936K Buy
2022
Q1
$1.23M Sell
2021
Q4
$1.29M Buy
2019
Q4
$1.53M Buy