Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
2025
Q1
$3.2M Sell
2024
Q4
$4.36M Sell
2024
Q3
$7.32M Buy
2024
Q2
$1.87M Buy
2024
Q1
$445K Sell
2023
Q4
$547K Sell
2023
Q3
$506K Sell
2023
Q2
$946K Buy
2023
Q1
$438K Buy
2022
Q4
$325K Buy
2022
Q3
Sell
2022
Q2
$668K Buy
2022
Q1
$730K Buy
2021
Q4
$504K Buy
2021
Q3
$217K Buy
2020
Q3
Sell
2020
Q2
$349K Buy