Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$202K Sell
2024
Q4
$328K Sell
2024
Q3
$416K Sell
2024
Q2
$389K Buy
2024
Q1
$461K Sell
2023
Q4
$1.18M Sell
2023
Q3
$1.15M Buy
2023
Q2
$1.23M Buy
2023
Q1
$1.31M Buy
2022
Q4
$1.24M Buy
2022
Q3
$747K Sell
2022
Q2
$961K Sell
2022
Q1
$1.35M Sell
2021
Q4
$2.58M Buy
2021
Q3
$2.14M Sell
2021
Q2
$2.33M Buy
2021
Q1
$1.78M Buy
2020
Q4
$1.7M Buy
2020
Q3
$606K Buy