Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421K Sell
2025
Q1
$1.01M Buy
2024
Q4
$957K Sell
2024
Q3
$1.33M Buy
2024
Q1
Sell
2023
Q4
$798K Buy
2023
Q3
$642K Sell
2023
Q2
$1.68M Buy
2022
Q3
Sell
2022
Q2
$353K Buy
2021
Q3
Sell
2021
Q2
$73K Buy
2020
Q4
Sell
2020
Q3
$221K Buy
2020
Q2
Sell
2020
Q1
$174K Sell
2019
Q4
$323K Buy