Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
2025
Q1
$227K Buy
2023
Q4
Sell
2023
Q3
$1.24M Buy
2023
Q2
$984K Buy
2023
Q1
$738K Buy
2022
Q4
$309K Sell
2022
Q3
$531K Buy
2022
Q2
$772K Sell
2022
Q1
$1.01M Sell
2021
Q4
$3.84M Buy
2021
Q3
$5M Buy
2021
Q2
$5.69M Buy
2021
Q1
$5.03M Buy
2020
Q4
$4.01M Buy