Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
2025
Q1
$373K Sell
2024
Q4
$353K Sell
2024
Q3
$341K Buy
2024
Q2
$295K Sell
2024
Q1
$327K Buy
2023
Q4
$289K Buy
2023
Q3
$262K Sell
2023
Q2
$959K Sell
2023
Q1
$1.54M Sell
2022
Q4
$1.6M Buy
2022
Q3
$1.04M Sell
2022
Q2
$1.22M Buy
2022
Q1
$922K Buy
2021
Q4
$693K Buy
2021
Q3
$525K Buy
2021
Q2
$432K Buy