Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
2025
Q1
Sell
2024
Q4
$242K Buy
2024
Q3
$213K Buy
2024
Q2
Sell
2024
Q1
$313K Buy
2023
Q4
$280K Sell
2023
Q3
$1.01M Buy
2023
Q2
$1.15M Buy
2023
Q1
$1.25M Buy
2022
Q4
$1.14M Sell
2022
Q3
$1.81M Buy
2022
Q2
$1.28M Buy
2022
Q1
$2.02M Buy
2021
Q4
$2.79M Buy
2021
Q3
$3.64M Sell
2021
Q2
$4.11M Sell
2021
Q1
$3.56M Sell
2020
Q4
$3.55M Sell
2020
Q3
$3.05M Buy