Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
2025
Q1
$142K Sell
2024
Q4
$1.54M Buy
2024
Q3
$1.2M Buy
2024
Q2
$312K Sell
2024
Q1
$1.04M Sell
2023
Q4
$1.7M Sell
2023
Q3
$1.28M Buy
2023
Q2
$1.66M Buy
2023
Q1
$939K Buy
2022
Q4
$405K Sell
2022
Q3
$764K Sell
2022
Q2
$1.41M Buy
2022
Q1
$3.07M Sell
2021
Q4
$10.6M Buy
2021
Q3
$10.9M Buy
2021
Q2
$11.2M Buy
2021
Q1
Sell
2020
Q4
$288K Sell
2020
Q3
$323K Buy