Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
2025
Q1
$1.73M Buy
2024
Q4
$296K Sell
2024
Q3
$3.44M Buy
2024
Q2
$2.43M Buy
2024
Q1
$779K Sell
2023
Q4
$1.2M Buy
2023
Q3
Sell
2023
Q2
$470K Sell
2023
Q1
$832K Buy
2022
Q2
Sell
2022
Q1
$302K Sell
2021
Q4
$2.02M Buy
2021
Q3
$1.23M Sell
2021
Q2
$1.92M Buy