Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$880K Sell
2025
Q1
$2.57M Buy
2024
Q4
$865K Sell
2024
Q3
$835K Buy
2024
Q2
$473K Buy
2024
Q1
$391K Sell
2023
Q4
$1.28M Buy
2023
Q3
$601K Buy
2023
Q2
$509K Buy
2023
Q1
$372K Buy
2022
Q4
$199K Hold
2022
Q3
$155K Buy
2022
Q1
Sell
2021
Q4
$1.57M Buy
2021
Q2
Sell
2021
Q1
$935K Sell
2020
Q4
$3.16M Buy