Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$908K Buy
2025
Q1
$718K Buy
2024
Q4
$707K Sell
2024
Q3
$755K Hold
2024
Q2
$896K Hold
2024
Q1
$949K Sell
2023
Q4
$1.03M Sell
2023
Q3
$1.07M Sell
2023
Q2
$1.41M Sell
2023
Q1
$1.18M Sell
2022
Q4
$2.23M Sell
2022
Q3
$3.49M Buy
2022
Q2
$3.45M Buy
2022
Q1
$3.13M Buy
2021
Q4
$1.01M Sell
2021
Q3
$818K Sell
2021
Q2
$974K Sell
2021
Q1
$891K Sell
2020
Q4
$654K Sell
2020
Q3
$540K Sell
2020
Q2
$504K Sell
2020
Q1
$403K Buy
2019
Q4
$628K Buy