Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$979K Buy
2025
Q1
$308K Sell
2024
Q4
$601K Sell
2024
Q3
$403K Sell
2024
Q2
$970K Sell
2024
Q1
$879K Sell
2023
Q4
$1.25M Hold
2023
Q3
$1.26M Sell
2023
Q2
$1.32M Sell
2023
Q1
$1.35M Buy
2022
Q4
$656K Hold
2022
Q3
$1.41M Sell
2022
Q2
$2.1M Buy
2022
Q1
$1.91M Sell
2021
Q4
$2.86M Buy
2021
Q3
$1.21M Buy
2021
Q2
$992K Buy
2021
Q1
$887K Buy
2020
Q4
$894K Sell
2020
Q3
$595K Buy