Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$510K Sell
2025
Q1
$2.39M Buy
2024
Q4
$203K Sell
2024
Q3
$1.71M Buy
2024
Q2
$1.75M Buy
2024
Q1
$719K Sell
2023
Q4
$1.19M Buy
2023
Q3
$740K Buy
2023
Q2
$676K Buy
2023
Q1
$574K Sell
2022
Q4
$500K Buy
2022
Q3
Sell
2022
Q2
$504K Sell
2022
Q1
$1.07M Sell
2021
Q4
$2.31M Buy
2021
Q3
$1.68M Buy
2021
Q2
$1.11M Buy
2021
Q1
$381K Buy
2017
Q2
Hold
2017
Q1
Hold