Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
2025
Q1
$361K Sell
2024
Q4
$409K Sell
2024
Q3
$965K Sell
2024
Q2
$1.25M Buy
2024
Q1
$1.48M Buy
2023
Q4
$1.32M Sell
2023
Q3
$1.18M Buy
2023
Q2
$1.29M Buy
2023
Q1
$1.1M Buy
2022
Q4
$1.12M Buy
2022
Q3
$916K Sell
2022
Q2
$926K Buy
2022
Q1
$882K Buy
2021
Q4
$922K Buy
2021
Q3
$761K Buy
2021
Q2
$603K Buy
2021
Q1
$328K Sell
2020
Q4
$803K Buy
2020
Q3
$596K Buy
2020
Q2
$235K Buy