Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$162K Sell
2025
Q1
$213K Buy
2024
Q4
$622K Sell
2024
Q3
$652K Buy
2024
Q2
$431K Buy
2024
Q1
Sell
2023
Q4
$1.72M Buy
2023
Q3
$905K Buy
2023
Q2
$878K Buy
2023
Q1
$840K Buy
2022
Q2
Sell
2022
Q1
$404K Buy
2021
Q4
$289K Buy
2021
Q1
Sell
2020
Q4
$205K Sell
2020
Q3
$558K Buy