Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$343K Sell
2024
Q4
$1.43M Sell
2024
Q3
$1.09M Sell
2024
Q2
$1.16M Sell
2024
Q1
$1.19M Buy
2023
Q4
$1.06M Sell
2023
Q3
$1.19M Buy
2023
Q2
$1.2M Sell
2023
Q1
$1.05M Sell
2022
Q4
$626K Buy
2022
Q3
$727K Buy
2022
Q2
$525K Buy
2022
Q1
$714K Sell
2021
Q4
$806K Sell
2021
Q3
$771K Buy
2021
Q2
$588K Buy
2021
Q1
$567K Buy
2020
Q4
Sell
2020
Q3
$425K Buy