Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$178K Sell
2025
Q1
$1.34M Buy
2024
Q4
$1.22M Hold
2024
Q3
$1.49M Buy
2024
Q2
$524K Sell
2024
Q1
$1.43M Sell
2023
Q4
$2.68M Sell
2023
Q3
$2.62M Sell
2023
Q2
$3.33M Buy
2023
Q1
$2.64M Buy
2022
Q4
$1.39M Buy
2022
Q3
$1.46M Buy
2022
Q2
$1.28M Sell
2022
Q1
$2.38M Sell
2021
Q4
$3.69M Buy
2021
Q3
$3.77M Sell
2021
Q2
$4.66M Buy
2021
Q1
$2.83M Buy
2020
Q4
$4.03M Buy