Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$615K Sell
2025
Q1
$645K Buy
2024
Q4
$612K Sell
2024
Q3
$523K Hold
2024
Q2
$484K Hold
2024
Q1
$442K Sell
2023
Q4
$385K Sell
2023
Q3
$319K Sell
2023
Q2
$378K Sell
2023
Q1
$369K Hold
2022
Q4
$338K Buy
2022
Q3
$292K Buy
2022
Q2
$353K Buy
2022
Q1
$289K Sell
2021
Q4
$4.9M Sell
2021
Q3
$8.7M Sell
2021
Q2
$8.29M Sell
2021
Q1
$7.68M Sell
2020
Q4
$8.03M Sell
2020
Q3
$6.38M Sell
2020
Q2
$6.57M Sell
2020
Q1
$5.25M Buy
2019
Q4
$6.45M Buy