Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$694K Sell
2025
Q1
$636K Sell
2024
Q4
$788K Sell
2024
Q3
$998K Sell
2024
Q2
$866K Sell
2024
Q1
$1.09M Sell
2023
Q4
$1.26M Buy
2023
Q3
$1.11M Sell
2023
Q2
$1.3M Buy
2023
Q1
$1.44M Buy
2022
Q4
$1.37M Sell
2022
Q3
$982K Hold
2022
Q2
$1.21M Hold
2022
Q1
$1.59M Sell
2021
Q4
$2.01M Buy