Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
2025
Q1
$808K Buy
2024
Q4
$739K Sell
2024
Q3
$997K Sell
2024
Q2
$1.27M Buy
2024
Q1
$884K Sell
2023
Q4
$738K Hold
2023
Q3
$582K Sell
2023
Q2
$824K Buy
2023
Q1
$469K Sell
2022
Q4
$445K Sell
2022
Q3
$362K Sell
2022
Q2
$388K Hold
2022
Q1
$445K Sell
2021
Q4
$600K Buy