Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$865K Sell
2025
Q1
$1.23M Buy
2024
Q4
$665K Sell
2024
Q3
$861K Sell
2024
Q2
$1.09M Sell
2024
Q1
$1.39M Buy
2023
Q4
$1.07M Buy
2023
Q3
$799K Sell
2023
Q2
$1.86M Buy
2023
Q1
$1.5M Buy
2022
Q4
$758K Sell
2022
Q3
$677K Sell
2022
Q2
$1.35M Buy
2022
Q1
$284K Buy
2021
Q4
$251K Sell
2021
Q3
$694K Buy