Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$289K Buy
2025
Q1
$255K Buy
2024
Q4
$256K Sell
2024
Q3
$306K Buy
2024
Q2
$300K Sell
2024
Q1
$904K Sell
2023
Q4
$1.33M Buy
2023
Q3
$1.06M Buy
2023
Q2
$1.14M Buy
2023
Q1
$1.13M Buy
2022
Q4
$787K Buy
2022
Q3
$355K Sell
2022
Q2
$423K Buy
2022
Q1
$495K Sell
2021
Q4
$678K Buy
2021
Q3
$481K Buy
2021
Q2
$435K Buy
2021
Q1
$292K Buy
2020
Q4
$222K Buy