Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
2025
Q1
$499K Buy
2024
Q4
$413K Sell
2024
Q3
$593K Sell
2024
Q2
$879K Sell
2024
Q1
$1.73M Sell
2023
Q4
$2.85M Sell
2023
Q3
$2.64M Buy
2023
Q2
$2.47M Buy
2023
Q1
$2.36M Buy
2022
Q4
$1.74M Buy
2022
Q3
$1.5M Buy
2022
Q2
$1.91M Buy
2022
Q1
$2.25M Buy
2021
Q4
$2.25M Buy