Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
2025
Q1
$197K Sell
2024
Q4
$479K Buy
2024
Q3
Sell
2024
Q2
$119K Sell
2024
Q1
$255K Sell
2023
Q4
$371K Sell
2023
Q3
$464K Buy
2023
Q2
$271K Sell
2023
Q1
$2.24M Buy
2022
Q4
$230K Buy
2022
Q3
Sell
2022
Q2
$58K Buy
2022
Q1
Sell
2021
Q4
$257K Sell
2021
Q3
$2.42M Buy
2021
Q2
$1.36M Buy
2020
Q3
Sell
2020
Q2
$1.97M Buy