Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$429K Buy
2025
Q1
$415K Buy
2024
Q4
$364K Buy
2024
Q3
$454K Sell
2024
Q2
$461K Buy
2024
Q1
$410K Sell
2023
Q4
$1.69M Buy
2023
Q3
$1.32M Sell
2023
Q2
$1.86M Sell
2023
Q1
$2.12M Buy
2022
Q4
$2.05M Buy
2022
Q3
$947K Sell
2022
Q2
$1.37M Buy
2022
Q1
$1.28M Buy
2021
Q4
$283K Sell
2021
Q3
$379K Sell
2021
Q2
$3.96M Buy
2021
Q1
$2.97M Buy