Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$821K Buy
2025
Q1
$623K Sell
2024
Q4
$675K Buy
2024
Q3
$707K Sell
2024
Q2
$1.99M Buy
2024
Q1
$1.68M Buy
2023
Q4
$1.4M Sell
2023
Q3
$1.2M Sell
2023
Q2
$1.31M Buy
2023
Q1
$1.08M Buy
2022
Q4
$1.02M Buy
2022
Q3
$817K Sell
2022
Q2
$954K Buy
2022
Q1
$918K Buy
2021
Q4
Sell
2021
Q3
$1.39M Hold
2021
Q2
$1.35M Sell
2021
Q1
$1.48M Buy
2020
Q4
$561K Sell
2020
Q3
$437K Buy