Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
2025
Q1
$270K Sell
2024
Q4
$656K Buy
2024
Q3
$451K Buy
2024
Q2
$281K Sell
2024
Q1
$384K Sell
2023
Q4
$1.19M Buy
2023
Q3
$88.3K Sell
2023
Q2
$714K Sell
2023
Q1
$1.45M Buy
2022
Q4
$188K Sell
2022
Q3
$287K Sell
2022
Q2
$581K Buy
2022
Q1
$392K Sell
2021
Q4
$650K Sell
2021
Q3
$2.34M Buy
2021
Q2
$678K Buy
2021
Q1
$587K Buy