Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$809K Buy
2025
Q1
$536K Buy
2024
Q4
$836K Sell
2024
Q3
$744K Hold
2024
Q2
$715K Sell
2024
Q1
$2.63M Buy
2023
Q4
$865K Sell
2023
Q3
$500K Sell
2023
Q2
$832K Hold
2023
Q1
$858K Sell
2022
Q4
$789K Buy
2022
Q3
$672K Buy
2022
Q2
$741K Buy
2022
Q1
$1.09M Buy
2021
Q4
$792K Sell
2021
Q3
$1.39M Sell
2021
Q2
$1.59M Buy