Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
2025
Q1
$238K Buy
2024
Q4
$225K Sell
2024
Q3
$127K Sell
2024
Q2
$121K Sell
2024
Q1
$133K Buy
2023
Q4
$125K Sell
2023
Q3
$142K Buy
2023
Q2
$166K Buy
2022
Q3
Sell
2022
Q2
$1.71M Sell
2022
Q1
$2.8M Sell
2021
Q4
$5.93M Sell
2021
Q3
$5.78M Sell
2021
Q2
$28.9M Buy
2021
Q1
$21.4M Buy