Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$735K Buy
2024
Q4
$227K Sell
2024
Q3
$806K Buy
2024
Q2
Sell
2024
Q1
$1.22M Buy
2023
Q4
$270K Sell
2023
Q3
$506K Buy
2023
Q2
$302K Buy
2023
Q1
Sell
2022
Q4
$452K Buy
2021
Q4
Sell
2021
Q3
$1.07M Buy
2021
Q2
$516K Sell
2021
Q1
$825K Buy
2020
Q1
Sell
2019
Q4
$239K Buy