Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$234K Sell
2024
Q4
$268K Sell
2024
Q3
$321K Sell
2024
Q2
$343K Buy
2024
Q1
$320K Sell
2023
Q4
$409K Sell
2023
Q3
$847K Sell
2023
Q2
$990K Sell
2023
Q1
$1.19M Sell
2022
Q4
$1.52M Sell
2022
Q3
$1.32M Sell
2022
Q2
$1.58M Sell
2022
Q1
$1.52M Sell
2021
Q4
$1.89M Sell
2021
Q3
$1.43M Sell
2021
Q2
$1.31M Buy
2021
Q1
$1.17M Buy