Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$736K Buy
2025
Q1
$304K Buy
2024
Q4
$215K Buy
2024
Q3
$247K Sell
2024
Q2
$283K Sell
2024
Q1
$254K Buy
2023
Q3
Sell
2023
Q2
$741K Buy
2023
Q1
$525K Sell
2022
Q4
$872K Sell
2022
Q3
$1.34M Buy
2022
Q2
$1.34M Sell
2022
Q1
$2.13M Buy
2021
Q4
$1.65M Buy
2021
Q3
$747K Buy
2021
Q2
$678K Buy
2021
Q1
$624K Sell
2020
Q4
$772K Buy
2020
Q3
$454K Buy