Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
2025
Q1
$644K Buy
2024
Q2
Sell
2024
Q1
$231K Buy
2023
Q4
Sell
2023
Q3
$206K Buy
2023
Q2
Sell
2023
Q1
$374K Buy
2022
Q4
Sell
2022
Q3
$363K Sell
2022
Q2
$418K Buy
2022
Q1
$585K Sell
2021
Q4
$1.92M Sell
2021
Q3
$2.05M Buy
2021
Q2
$1.49M Buy
2021
Q1
$1.48M Buy
2020
Q4
$494K Buy