Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$427K Sell
2025
Q1
$1.92M Buy
2024
Q4
$277K Sell
2024
Q3
$1.21M Buy
2024
Q2
$49.5K Buy
2024
Q1
$17.3K Sell
2023
Q4
$206K Buy
2023
Q3
$1.78K Sell
2023
Q2
$30.9K Buy
2023
Q1
$7.2K Sell
2022
Q4
$574K Buy
2022
Q3
$253K Buy
2022
Q2
$38K Sell
2022
Q1
$243K Sell
2021
Q4
$2.51M Buy
2021
Q3
$3.86M Buy
2021
Q2
$1.19M Buy