Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
2025
Q1
$992K Buy
2024
Q4
$1.1M Buy
2024
Q3
Sell
2024
Q2
$361K Sell
2024
Q1
$874K Hold
2023
Q4
$732K Buy
2023
Q1
Sell
2022
Q4
$1.33M Sell
2022
Q3
$3.06M Buy
2022
Q2
$2.32M Sell
2022
Q1
$3.61M Buy
2021
Q4
$1.95M Buy
2021
Q3
$2.15M Sell
2021
Q2
$2.53M Sell
2021
Q1
$2.75M Buy
2020
Q4
$814K Buy