Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$309K Sell
2025
Q1
$451K Sell
2024
Q4
$515K Sell
2024
Q3
$556K Buy
2023
Q2
$3.65M Buy
2023
Q1
$3.32M Buy
2022
Q4
$3.3M Buy
2022
Q3
$2.21M Buy
2022
Q2
$2.03M Buy
2022
Q1
$1.66M Buy
2021
Q4
$359K Sell
2021
Q3
$524K Buy
2021
Q2
$376K Buy
2021
Q1
$207K Sell
2020
Q4
$735K Buy