Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$556K Hold
2025
Q1
$621K Sell
2024
Q4
$522K Sell
2024
Q3
$627K Hold
2024
Q2
$650K Sell
2024
Q1
$616K Sell
2023
Q4
$632K Buy
2023
Q2
$490K Sell
2023
Q1
$534K Sell
2022
Q4
$582K Buy
2022
Q2
$539K Hold
2022
Q1
$536K Hold
2021
Q4
$499K Sell
2021
Q3
$472K Buy