Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$522K Sell
2025
Q1
$622K Sell
2024
Q4
$3.73M Sell
2024
Q3
$4.07M Sell
2024
Q2
$2.89M Buy
2024
Q1
$4.32M Hold
2023
Q4
$5.92M Sell
2023
Q3
$7.48M Buy
2023
Q2
$8.1M Hold
2023
Q1
$9.1M Buy
2022
Q4
$8.23M Buy
2022
Q3
$120K Hold
2022
Q2
$203K Sell
2022
Q1
$305K Buy
2021
Q4
$205K Sell
2021
Q3
$688K Buy
2021
Q2
$68K Buy