Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$335K Sell
2024
Q4
$470K Buy
2024
Q3
$376K Sell
2024
Q2
$581K Buy
2024
Q1
$154K Buy
2023
Q3
Sell
2023
Q2
$542K Buy
2022
Q3
Sell
2022
Q2
$993K Sell
2022
Q1
$2.65M Sell
2021
Q4
$3.61M Sell
2021
Q3
$4.22M Sell
2021
Q2
$6.1M Buy
2021
Q1
$2.25M Sell
2020
Q4
$3.07M Buy