Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
2025
Q1
$163K Sell
2024
Q4
$317K Buy
2024
Q3
$376K Sell
2024
Q2
$528K Buy
2024
Q1
$276K Buy
2023
Q3
Sell
2023
Q2
$215K Buy
2022
Q4
Sell
2022
Q3
$1.11M Buy
2022
Q2
$725K Sell
2022
Q1
$3.99M Buy
2021
Q3
Sell
2021
Q2
$290K Buy
2021
Q1
Sell
2020
Q4
$645K Buy