Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$469K Sell
2025
Q1
$480K Buy
2024
Q4
$409K Buy
2024
Q3
$426K Sell
2024
Q2
$598K Buy
2024
Q1
$853K Hold
2023
Q4
$970K Hold
2023
Q3
$689K Sell
2023
Q2
$662K Sell
2023
Q1
$1.16M Sell
2022
Q4
$961K Sell
2022
Q3
$1M Sell
2022
Q2
$1.55M Buy
2022
Q1
$2.05M Buy
2021
Q4
$1.65M Buy