Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
2025
Q1
$353K Sell
2024
Q4
$411K Sell
2024
Q3
$445K Buy
2024
Q2
$458K Buy
2024
Q1
$477K Sell
2023
Q4
$708K Buy
2023
Q3
$505K Sell
2023
Q2
$951K Sell
2023
Q1
$757K Sell
2022
Q4
$6.39M Sell
2022
Q3
$12.8M Sell
2022
Q2
$10.6M Buy
2022
Q1
$10.7M Buy
2021
Q4
$4.6M Buy
2021
Q3
$241K Buy
2021
Q2
$304K Sell
2021
Q1
$221K Buy