Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$363K Sell
2025
Q1
$473K Buy
2024
Q4
$406K Sell
2024
Q3
$857K Sell
2024
Q2
$1.2M Buy
2024
Q1
$1.71M Buy
2023
Q4
$1.84M Buy
2023
Q3
$1.3M Buy
2023
Q2
$1.2M Buy
2023
Q1
$1.19M Buy
2022
Q4
$1.04M Buy
2022
Q3
$940K Buy
2022
Q2
$761K Sell
2022
Q1
$1.3M Buy
2021
Q4
$1.02M Buy