Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$318K Sell
2025
Q1
$617K Buy
2024
Q4
$293K Buy
2024
Q3
$162K Sell
2024
Q2
$345K Buy
2024
Q1
$101K Sell
2023
Q4
$120K Buy
2023
Q3
$62.8K Sell
2023
Q2
$79.7K Buy
2023
Q1
Sell
2022
Q4
$101K Sell
2022
Q3
$185K Sell
2022
Q2
$750K Buy
2022
Q1
$1.43M Buy
2021
Q4
$417K Sell
2021
Q3
$3.54M Buy
2021
Q2
$986K Buy
2021
Q1
Hold