Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$749K Sell
2025
Q1
$605K Buy
2024
Q4
$717K Sell
2024
Q3
$1.13M Hold
2024
Q2
$960K Sell
2024
Q1
$1.08M Buy
2023
Q4
Sell
2023
Q3
$928K Sell
2023
Q2
$907K Hold
2023
Q1
$798K Sell
2022
Q4
$857K Buy
2022
Q3
Sell
2022
Q2
$621K Hold
2022
Q1
$680K Sell
2021
Q4
$785K Hold
2021
Q3
$711K Hold
2021
Q2
$759K Sell
2021
Q1
$736K Buy
2020
Q3
$356K Hold
2020
Q2
$348K Buy