Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
2025
Q1
$581K Sell
2024
Q4
$1.18M Buy
2024
Q3
$1.2M Sell
2024
Q2
$1.43M Sell
2024
Q1
$1.61M Buy
2023
Q4
$1.06M Sell
2023
Q3
$1.47M Buy
2023
Q2
$569K Sell
2023
Q1
$1.32M Sell
2022
Q4
$1.7M Buy
2022
Q3
Sell
2022
Q2
$651K Sell
2022
Q1
$698K Buy
2021
Q4
$664K Buy