Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$965K Sell
2025
Q1
$882K Sell
2024
Q4
$1.26M Buy
2024
Q3
$917K Buy
2024
Q2
$767K Buy
2024
Q1
$555K Buy
2023
Q4
$41.1K Sell
2023
Q3
$98.9K Sell
2023
Q2
$583K Buy
2022
Q1
Sell
2021
Q4
$17K Buy
2021
Q3
$1K Hold
2021
Q2
$1K Hold
2021
Q1
$1K Hold
2020
Q4
$1K Buy
2020
Q2
Sell
2020
Q1
$0 Buy