Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
2025
Q1
$432K Buy
2024
Q4
$653K Sell
2024
Q3
$1.42M Sell
2024
Q2
$1.08M Buy
2024
Q1
$690K Sell
2023
Q4
$999K Hold
2023
Q3
$807K Sell
2023
Q2
$1.13M Sell
2023
Q1
$900K Buy
2022
Q4
$390K Buy
2022
Q3
$382K Buy
2022
Q2
Sell
2022
Q1
$302K Buy
2021
Q4
$277K Hold
2021
Q3
$203K Hold
2021
Q2
$1.78M Buy