Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$475K Sell
2025
Q1
$625K Sell
2024
Q4
$820K Sell
2024
Q3
$1.26M Sell
2024
Q2
$2.49M Buy
2024
Q1
$2.59M Buy
2023
Q4
$2.15M Sell
2023
Q3
$1.89M Sell
2023
Q2
$2.09M Sell
2023
Q1
$1.8M Sell
2022
Q4
$2.71M Buy
2022
Q3
$1.79M Buy
2022
Q2
$1.99M Buy
2022
Q1
$1.95M Buy
2021
Q4
$1.76M Buy
2021
Q3
$1.18M Buy
2021
Q2
$791K Buy
2021
Q1
$533K Buy
2020
Q4
$523K Buy
2020
Q3
$398K Buy