Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$422K Sell
2025
Q1
$605K Sell
2024
Q4
$1.86M Buy
2024
Q3
$311K Sell
2024
Q2
$3.23M Buy
2024
Q1
$259K Sell
2023
Q4
$1.26M Buy
2023
Q3
Sell
2023
Q2
$207K Sell
2023
Q1
$2.94M Sell
2022
Q4
$4.6M Buy
2022
Q2
Hold
2022
Q1
Hold
2020
Q2
Sell
2020
Q1
$331K Buy