Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$163K Sell
2025
Q1
$1.12M Buy
2024
Q4
$804K Buy
2024
Q3
$627K Buy
2024
Q2
$337K Sell
2024
Q1
$729K Buy
2023
Q4
$377K Buy
2023
Q3
Sell
2023
Q2
$227K Buy
2023
Q1
$67.6K Buy
2022
Q4
$65.6K Buy
2022
Q3
$64K Buy
2022
Q2
$53K Sell
2022
Q1
$392K Sell
2021
Q4
$38.6M Buy
2021
Q3
$43.8M Buy