Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$611K Buy
2024
Q3
Sell
2024
Q2
$585K Sell
2024
Q1
$880K Buy
2023
Q4
$767K Buy
2023
Q3
$67K Buy
2023
Q2
Sell
2023
Q1
$504K Sell
2022
Q4
$1.56M Buy
2022
Q3
$1.27M Sell
2022
Q2
$1.89M Buy
2022
Q1
$2.72M Buy
2021
Q4
$1.5M Buy
2021
Q2
Sell
2021
Q1
$1.78M Sell
2020
Q4
$1.81M Sell
2020
Q3
$1.09M Buy