Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
2025
Q1
$205K Sell
2024
Q4
$421K Sell
2024
Q3
$709K Sell
2024
Q2
$2.46M Sell
2024
Q1
$5.04M Buy
2023
Q4
$5.45M Buy
2023
Q3
$130K Hold
2023
Q2
$162K Sell
2023
Q1
$181K Sell
2022
Q4
$488K Sell
2022
Q3
$4.75M Sell
2022
Q2
$18.2M Buy
2022
Q1
$10.5M Buy
2021
Q4
$8.53M Buy
2021
Q3
$6.63M Buy
2021
Q2
$6.94M Buy