Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$576K Sell
2025
Q1
$629K Hold
2024
Q4
$556K Sell
2024
Q3
$681K Sell
2024
Q2
$946K Sell
2024
Q1
$1.7M Buy
2023
Q4
$1.69M Buy
2023
Q3
$1.15M Buy
2023
Q2
$1M Hold
2023
Q1
$980K Buy
2022
Q4
$661K Hold
2022
Q3
$644K Buy
2022
Q2
$819K Sell
2022
Q1
$2.22M Buy
2021
Q4
$2.25M Buy