Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$522K Buy
2025
Q1
$504K Sell
2024
Q4
$742K Sell
2024
Q3
$622K Sell
2024
Q2
$764K Sell
2024
Q1
$1.12M Sell
2023
Q4
$1.1M Buy
2023
Q3
$824K Buy
2022
Q4
$1.43M Sell
2022
Q3
$1.48M Sell
2022
Q2
$2.97M Buy
2022
Q1
$2.63M Buy
2021
Q3
Sell
2021
Q2
$312K Buy
2021
Q1
$342K Sell
2020
Q4
$307K Sell
2020
Q3
$178K Sell
2020
Q2
$959K Buy