Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$393K Sell
2025
Q1
$1M Buy
2024
Q4
$1.22M Buy
2024
Q3
$1.19M Sell
2024
Q2
$1.38M Buy
2024
Q1
$1.29M Sell
2023
Q4
$1.01M Buy
2023
Q3
$858K Buy
2023
Q2
$674K Buy
2022
Q3
Sell
2022
Q2
$226K Sell
2022
Q1
$293K Buy
2021
Q4
$243K Buy