Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$124K Sell
2025
Q1
$269K Sell
2024
Q4
$467K Sell
2024
Q3
$1.68M Buy
2024
Q2
$439K Sell
2024
Q1
$846K Sell
2023
Q4
$1.94M Buy
2023
Q3
$1.14M Buy
2023
Q2
$992K Sell
2023
Q1
$1.31M Buy
2022
Q4
$926K Sell
2022
Q3
$1.5M Buy
2022
Q2
$1.72M Buy
2022
Q1
$732K Sell
2021
Q4
$1.7M Buy
2021
Q3
$647K Buy
2021
Q2
Sell
2021
Q1
$323K Buy