Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$764K Sell
2025
Q1
$907K Buy
2024
Q4
$832K Sell
2024
Q3
$1.19M Sell
2024
Q2
$1.3M Sell
2024
Q1
$1.39M Hold
2023
Q4
$1.15M Buy
2023
Q3
$1.02M Buy
2023
Q2
$949K Sell
2023
Q1
$877K Sell
2022
Q4
$920K Sell
2022
Q3
$717K Sell
2022
Q2
$832K Sell
2022
Q1
$760K Sell
2021
Q4
$725K Sell
2021
Q3
$754K Buy
2021
Q2
$705K Buy
2021
Q1
$645K Buy
2020
Q4
$253K Buy