Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
2025
Q1
$287K Buy
2024
Q4
$310K Buy
2024
Q3
$248K Buy
2024
Q2
$240K Sell
2024
Q1
$617K Sell
2023
Q4
$892K Sell
2023
Q3
$821K Buy
2023
Q2
$499K Sell
2023
Q1
$1.81M Buy
2022
Q4
$1.16M Buy
2022
Q3
$896K Buy
2022
Q2
$793K Buy
2022
Q1
$224K Sell
2021
Q4
$941K Sell
2021
Q3
$4.17M Buy
2021
Q2
$1.36M Buy
2021
Q1
$327K Buy