Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$287K Sell
2025
Q1
$277K Sell
2024
Q4
$405K Buy
2024
Q3
$375K Sell
2024
Q2
$650K Sell
2024
Q1
$954K Buy
2023
Q4
$1.06M Buy
2023
Q3
$595K Buy
2023
Q2
$664K Sell
2023
Q1
$912K Buy
2022
Q4
$691K Buy
2022
Q3
$392K Buy
2022
Q2
$436K Buy
2022
Q1
$458K Hold
2021
Q4
$567K Buy
2021
Q3
$353K Buy
2021
Q2
$211K Buy