Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
2025
Q1
$382K Buy
2024
Q4
$376K Sell
2024
Q3
$467K Buy
2024
Q2
$325K Sell
2024
Q1
$609K Sell
2023
Q4
$785K Sell
2023
Q3
$1.13M Buy
2023
Q2
$1.17M Buy
2023
Q1
$1.17M Sell
2022
Q4
$1.29M Sell
2022
Q3
$2.11M Buy
2022
Q2
$2.08M Buy
2022
Q1
$2.95M Buy
2021
Q4
$2.26M Sell
2021
Q3
$2.39M Sell
2021
Q2
$2.86M Buy
2021
Q1
$933K Sell
2020
Q4
$736K Buy
2020
Q3
$284K Buy
2020
Q2
$199K Sell
2020
Q1
$204K Buy