Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
2025
Q1
$279K Sell
2024
Q4
$362K Sell
2024
Q3
$456K Buy
2024
Q2
$299K Sell
2024
Q1
$406K Sell
2023
Q4
$967K Sell
2023
Q3
$1.41M Buy
2023
Q2
$1.23M Sell
2023
Q1
$1.13M Sell
2022
Q4
$1.31M Buy
2022
Q3
$995K Sell
2022
Q2
$1.11M Buy
2022
Q1
$1.22M Buy
2021
Q4
$1.04M Buy
2021
Q3
$496K Buy
2021
Q2
$527K Buy
2021
Q1
$418K Sell
2020
Q4
$418K Sell
2020
Q3
$461K Sell
2020
Q2
$650K Sell
2020
Q1
$483K Buy