Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
2025
Q1
$617K Sell
2024
Q4
$836K Sell
2024
Q3
$1.13M Sell
2024
Q2
$972K Sell
2024
Q1
$1.23M Sell
2023
Q4
$1.64M Sell
2023
Q3
$1.45M Buy
2023
Q2
$1.66M Buy
2023
Q1
$1.7M Buy
2022
Q4
$1.61M Sell
2022
Q3
$1.33M Buy
2022
Q2
$1.53M Buy
2022
Q1
$1.92M Buy
2021
Q4
$1.73M Buy
2021
Q3
$788K Buy
2021
Q2
$764K Sell
2021
Q1
$692K Sell
2020
Q4
$783K Sell
2020
Q3
$711K Buy