Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
2025
Q1
$444K Buy
2024
Q4
$319K Buy
2024
Q3
$221K Buy
2024
Q2
$209K Sell
2024
Q1
$1.18M Sell
2023
Q4
$922K Sell
2023
Q3
$818K Sell
2023
Q2
$1.17M Buy
2023
Q1
$128K Sell
2022
Q4
$217K Sell
2022
Q3
$421K Sell
2022
Q2
$1.11M Buy
2022
Q1
$1.65M Buy
2021
Q4
$1.11M Buy
2021
Q3
$1.21M Buy