Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$387K Sell
2025
Q1
$299K Sell
2024
Q4
$1.47M Buy
2024
Q3
$1.29M Buy
2024
Q2
$1.28M Buy
2024
Q1
$684K Buy
2022
Q2
Sell
2022
Q1
$416K Sell
2021
Q4
$481K Sell
2021
Q3
$466K Buy
2021
Q2
$443K Buy
2021
Q1
$341K Sell
2020
Q4
$407K Buy
2020
Q3
$286K Buy