Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
2025
Q1
$784K Sell
2024
Q4
$2.32M Buy
2024
Q3
$839K Buy
2024
Q2
$656K Buy
2024
Q1
$270K Buy
2023
Q4
$133K Buy
2023
Q3
$180K Sell
2023
Q2
$290K Buy
2023
Q1
$314K Sell
2022
Q4
$631K Buy
2022
Q3
$550K Buy
2022
Q2
$236K Sell
2022
Q1
$1.13M Buy
2021
Q4
$219K Buy
2021
Q3
$140K Sell
2021
Q2
$1.57M Buy