Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
2025
Q1
$652K Hold
2024
Q4
$796K Buy
2024
Q3
$792K Sell
2024
Q2
$757K Sell
2024
Q1
$762K Buy
2023
Q4
$583K Buy
2023
Q3
$467K Hold
2023
Q2
$441K Hold
2023
Q1
$375K Sell
2022
Q4
$352K Buy
2022
Q3
$294K Hold
2022
Q2
$278K Buy
2022
Q1
$307K Sell
2021
Q4
$357K Buy
2021
Q3
$284K Buy
2021
Q2
$214K Buy