Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
2025
Q1
$274K Sell
2024
Q4
$317K Buy
2024
Q3
$320K Buy
2024
Q2
$296K Sell
2024
Q1
$380K Sell
2023
Q4
$514K Sell
2023
Q3
$1.12M Sell
2023
Q2
$1.28M Sell
2023
Q1
$4.65M Buy
2022
Q4
$927K Buy
2022
Q3
Sell
2022
Q2
$971K Sell
2022
Q1
$3.59M Buy
2021
Q4
$1.49M Buy
2021
Q3
$811K Sell
2021
Q2
$1.8M Buy