Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
2025
Q1
$234K Sell
2024
Q4
$220K Sell
2024
Q3
$259K Sell
2024
Q2
$463K Sell
2024
Q1
$1.66M Buy
2023
Q4
$1.87M Sell
2023
Q3
$1.34M Sell
2023
Q2
$1.26M Sell
2023
Q1
$1.24M Sell
2022
Q4
$2.98M Sell
2022
Q3
$3.25M Sell
2022
Q2
$8.45M Buy
2022
Q1
$10.8M Buy
2021
Q4
$10.6M Sell
2021
Q3
$11.3M Buy
2021
Q2
$11.8M Buy
2021
Q1
$13.1M Buy
2020
Q4
$9.7M Buy
2020
Q3
$9.52M Buy
2020
Q2
$2.06M Buy
2020
Q1
$1.08M Buy