Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$612K Sell
2025
Q1
$411K Sell
2024
Q4
$817K Sell
2024
Q3
$555K Buy
2024
Q2
$401K Sell
2024
Q1
$574K Sell
2023
Q4
$852K Buy
2023
Q3
$224K Sell
2023
Q2
$320K Sell
2023
Q1
$252K Sell
2022
Q4
$1.11M Buy
2022
Q3
$2.06M Buy
2022
Q2
$1.77M Buy
2022
Q1
$4.25M Buy
2021
Q4
$2.11M Buy
2021
Q3
$345K Sell
2021
Q2
$270K Buy