Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$417K Sell
2025
Q1
$524K Sell
2024
Q4
$955K Sell
2024
Q3
$802K Sell
2024
Q2
$1.02M Sell
2024
Q1
$1.38M Sell
2023
Q4
$1.6M Sell
2023
Q3
$2.77M Buy
2023
Q2
$1.7M Sell
2023
Q1
$2.08M Buy
2022
Q4
$1.17M Sell
2022
Q3
$662K Sell
2022
Q2
$948K Buy
2022
Q1
$810K Buy
2021
Q4
$643K Buy
2021
Q3
$860K Buy
2021
Q2
$396K Sell
2021
Q1
$677K Sell
2020
Q4
$28.6M Buy