Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$213K Sell
2024
Q4
$1.72M Sell
2024
Q3
$1.15M Sell
2024
Q2
$1.11M Buy
2024
Q1
$965K Buy
2023
Q2
$296K Sell
2023
Q1
$265K Buy
2022
Q4
Sell
2022
Q3
$406K Sell
2022
Q2
$408K Sell
2022
Q1
$2.5M Sell
2021
Q4
$6.09M Sell
2021
Q3
$5.8M Sell
2021
Q2
$5.84M Buy
2021
Q1
$5.54M Sell
2020
Q4
$8.25M Buy