Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$469K Buy
2025
Q1
$383K Buy
2024
Q4
$375K Sell
2024
Q3
$728K Buy
2024
Q2
$763K Buy
2024
Q1
$668K Sell
2023
Q4
$1.45M Buy
2023
Q3
$1.14M Buy
2023
Q2
$1.03M Buy
2023
Q1
$715K Sell
2022
Q4
$813K Buy
2022
Q3
$463K Sell
2022
Q2
$718K Sell
2022
Q1
$1.17M Sell
2021
Q4
$2.35M Buy
2021
Q3
$2.26M Sell
2021
Q2
$2.38M Buy
2021
Q1
$1.59M Buy
2020
Q4
$1.44M Buy
2020
Q3
$894K Buy
2020
Q2
$662K Buy