Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$420K Sell
2025
Q1
$1.82M Buy
2024
Q4
$219K Buy
2024
Q3
$224K Buy
2024
Q2
$182K Sell
2024
Q1
$2.24M Buy
2023
Q4
$2.36M Sell
2023
Q3
$2.01M Buy
2023
Q2
$2.73M Buy
2023
Q1
$3.01M Sell
2022
Q4
$3.78M Buy
2022
Q3
$2.48M Buy
2019
Q3
Sell
2019
Q2
$1.14M Sell
2019
Q1
$1.53M Buy
2018
Q4
$1.17M Buy