Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$298K Sell
2025
Q1
$642K Sell
2024
Q4
$845K Buy
2024
Q3
$610K Buy
2024
Q2
$179K Sell
2024
Q1
$236K Buy
2023
Q4
$152K Buy
2023
Q3
$59.6K Sell
2023
Q2
$504K Buy
2023
Q1
$85.5K Sell
2022
Q4
$103K Sell
2022
Q3
$157K Sell
2022
Q2
$306K Sell
2022
Q1
$726K Buy
2021
Q4
$735K Sell
2021
Q3
$1.3M Sell
2021
Q2
$4.32M Buy