Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
2025
Q1
$741K Sell
2024
Q4
$699K Buy
2024
Q3
$717K Hold
2024
Q2
$685K Buy
2024
Q1
$538K Hold
2023
Q4
$494K Hold
2023
Q3
$443K Hold
2023
Q2
$471K Hold
2023
Q1
$530K Hold
2022
Q4
$485K Hold
2022
Q3
$487K Hold
2022
Q2
$504K Hold
2022
Q1
$731K Hold
2021
Q4
$655K Sell
2021
Q3
$601K Buy
2021
Q2
$611K Sell
2021
Q1
$716K Buy
2020
Q4
$422K Sell
2020
Q3
$511K Buy
2020
Q2
$457K Buy