Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
2025
Q1
$265K Sell
2024
Q4
$1.11M Sell
2024
Q3
$1.67M Buy
2024
Q2
$1.65M Sell
2024
Q1
$2.2M Buy
2023
Q4
$1.29M Buy
2023
Q3
$913K Buy
2023
Q2
$486K Sell
2023
Q1
$781K Buy
2022
Q4
$767K Buy
2022
Q3
$305K Sell
2022
Q2
$318K Buy
2022
Q1
$441K Sell
2021
Q4
$3.26M Buy
2021
Q3
$2.38M Buy
2021
Q2
$523K Buy
2021
Q1
$558K Buy
2014
Q1
Sell
2013
Q4
$304K Sell
2013
Q3
$417K Buy