Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
2025
Q1
$219K Sell
2024
Q4
$325K Buy
2024
Q3
$398K Sell
2024
Q2
$581K Sell
2024
Q1
$680K Buy
2023
Q4
$604K Sell
2023
Q3
$768K Sell
2023
Q2
$986K Buy
2023
Q1
$961K Sell
2022
Q4
$2.15M Buy
2022
Q3
$1.98M Buy
2022
Q2
$2.1M Buy
2022
Q1
$1.92M Sell
2021
Q4
$2M Buy
2021
Q3
$1.82M Buy
2021
Q2
$1.76M Buy
2021
Q1
$1.54M Buy
2020
Q4
$581K Buy
2020
Q3
$461K Buy