Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$590K Sell
2025
Q1
$704K Buy
2024
Q4
$436K Sell
2024
Q3
$411K Sell
2024
Q2
$1.94M Sell
2024
Q1
$2.11M Buy
2023
Q4
$2.29M Buy
2023
Q3
$1.97M Buy
2023
Q2
$1.88M Buy
2023
Q1
$1.86M Buy
2022
Q4
$1.51M Buy
2022
Q3
$305K Buy
2022
Q2
$384K Sell
2022
Q1
$4.68M Buy
2021
Q4
$821K Buy
2021
Q3
$525K Sell
2021
Q2
$584K Buy
2021
Q1
$414K Buy
2020
Q4
$285K Buy