Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$298K Sell
2025
Q1
$331K Buy
2024
Q4
Sell
2024
Q3
$590K Sell
2024
Q2
$369K Sell
2024
Q1
$400K Sell
2023
Q4
$816K Hold
2023
Q3
$813K Hold
2023
Q2
$872K Buy
2023
Q1
$945K Sell
2022
Q4
$1.77M Buy
2022
Q3
$1.44M Sell
2022
Q2
$2M Hold
2022
Q1
$1.94M Hold
2021
Q4
$2.92M Buy
2021
Q3
$2.94M Hold
2021
Q2
$4.46M Hold
2021
Q1
$3.26M Buy