Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
2025
Q1
$221K Sell
2024
Q4
$424K Buy
2024
Q3
$393K Buy
2024
Q2
$370K Sell
2024
Q1
$468K Sell
2023
Q4
$520K Buy
2023
Q3
$305K Buy
2023
Q2
$388K Sell
2023
Q1
$433K Buy
2022
Q4
$192K Buy
2022
Q3
$107K Sell
2022
Q2
$115K Buy
2022
Q1
$148K Sell
2021
Q4
$202K Buy
2021
Q3
Sell
2021
Q2
$17.2M Buy