Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
2025
Q1
$314K Sell
2024
Q4
$3.6M Sell
2024
Q3
$3.2M Sell
2024
Q2
$3.21M Buy
2024
Q1
$3.45M Buy
2023
Q4
$2.46M Buy
2023
Q3
$2.06M Buy
2023
Q2
$1.64M Sell
2023
Q1
$1.22M Buy
2022
Q4
$1.04M Sell
2022
Q3
$576K Buy
2022
Q2
$933K Buy
2022
Q1
$703K Buy
2021
Q4
$397K Buy
2021
Q3
$409K Sell
2021
Q2
$259K Buy