Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$413K Buy
2024
Q4
Sell
2024
Q3
$1.91M Sell
2024
Q2
$1.92M Buy
2024
Q1
Sell
2023
Q4
$1.67M Buy
2023
Q3
$855K Sell
2023
Q2
$1.49M Buy
2023
Q1
Sell
2022
Q4
$201K Sell
2022
Q3
$882K Sell
2022
Q2
$799K Buy
2022
Q1
$934K Buy
2021
Q3
Sell
2021
Q2
$810K Buy
2021
Q1
$618K Buy
2020
Q4
$286K Sell
2020
Q3
$243K Buy