Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
2025
Q1
$687K Sell
2024
Q4
$770K Sell
2024
Q3
$1.12M Sell
2024
Q2
$1.62M Sell
2024
Q1
$1.76M Sell
2023
Q4
$1.65M Buy
2023
Q3
$1.31M Sell
2023
Q2
$1.64M Buy
2023
Q1
$1.68M Sell
2022
Q4
$1.51M Buy
2022
Q3
$1.07M Buy
2022
Q2
$1.19M Buy
2022
Q1
$1.03M Sell
2021
Q4
$1.06M Buy
2021
Q3
$949K Buy