Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$498K Buy
2024
Q4
$15.7K Sell
2024
Q3
$112K Sell
2024
Q2
$1.52M Sell
2024
Q1
$3.22M Buy
2023
Q4
$1.03M Sell
2023
Q3
$2.42M Buy
2023
Q2
$566K Buy
2023
Q1
Sell
2022
Q4
$249K Buy
2022
Q2
Sell
2022
Q1
$563K Buy
2021
Q4
Sell
2021
Q3
$62K Buy
2021
Q2
Sell
2021
Q1
$935K Buy
2020
Q4
$393K Buy