Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
2025
Q1
$309K Sell
2024
Q4
$287K Sell
2024
Q3
$643K Sell
2024
Q2
$847K Sell
2024
Q1
$3.08M Sell
2023
Q4
$2.82M Sell
2023
Q3
$2.76M Buy
2023
Q2
$1.41M Buy
2023
Q1
$729K Buy
2022
Q4
$649K Buy
2022
Q3
$526K Buy
2022
Q2
$564K Buy
2022
Q1
$554K Buy
2021
Q4
$507K Buy
2021
Q3
$397K Buy
2021
Q2
$343K Buy