Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$149K Sell
2025
Q1
$280K Buy
2024
Q4
$186K Sell
2024
Q3
$751K Buy
2024
Q2
$489K Buy
2024
Q1
$227K Sell
2023
Q4
$1.03M Buy
2023
Q3
Sell
2023
Q2
$452K Buy
2023
Q1
$470K Sell
2022
Q4
$686K Buy
2022
Q3
$335K Buy
2022
Q2
Sell
2022
Q1
$1.36M Buy
2021
Q4
$1.82M Buy
2021
Q3
$1.21M Buy
2021
Q2
Sell
2021
Q1
$681K Buy