Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$917K Sell
2025
Q1
$941K Buy
2024
Q4
$855K Sell
2024
Q3
$1.02M Hold
2024
Q2
$870K Hold
2024
Q1
$919K Sell
2023
Q4
$932K Sell
2023
Q3
$895K Sell
2023
Q2
$902K Sell
2023
Q1
$928K Sell
2022
Q4
$2.16M Sell
2022
Q3
$3.25M Sell
2022
Q2
$3.36M Buy
2022
Q1
$2.88M Buy
2021
Q4
$576K Sell
2021
Q3
$677K Sell
2021
Q2
$755K Sell
2021
Q1
$851K Sell
2020
Q4
$684K Sell
2020
Q3
$595K Sell
2020
Q2
$607K Sell
2020
Q1
$512K Buy
2019
Q4
$691K Buy