Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
2025
Q1
$96.2K Buy
2024
Q4
$141K Sell
2024
Q3
$142K Sell
2024
Q2
$225K Sell
2024
Q1
$458K Sell
2023
Q4
$3.83M Buy
2023
Q3
$1.66M Sell
2023
Q2
$1.9M Sell
2023
Q1
$2.83M Buy
2022
Q4
$2.21M Buy
2022
Q3
$1.38M Buy
2022
Q2
$1.52M Buy
2022
Q1
$1.84M Buy
2021
Q4
$2.43M Sell
2021
Q3
$2.38M Buy
2021
Q2
$2.4M Buy
2021
Q1
$2.27M Sell
2020
Q4
$2.26M Buy
2020
Q3
$922K Sell
2020
Q2
$1.39M Buy
2020
Q1
$627K Buy