Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
2025
Q1
$1.3M Buy
2024
Q4
$538K Buy
2024
Q3
$438K Buy
2024
Q2
$347K Buy
2024
Q1
$369K Sell
2023
Q4
$356K Sell
2023
Q3
$414K Buy
2023
Q2
$379K Sell
2023
Q1
$448K Sell
2022
Q4
$492K Sell
2022
Q3
$441K Buy
2022
Q2
$512K Buy
2022
Q1
$532K Sell
2021
Q4
$658K Hold
2021
Q3
$550K Buy
2021
Q1
$506K Buy