Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
2025
Q1
Sell
2024
Q4
$223K Sell
2024
Q3
$529K Sell
2024
Q2
$719K Buy
2024
Q1
$459K Sell
2023
Q4
$960K Sell
2023
Q3
$833K Sell
2023
Q2
$747K Sell
2023
Q1
$1.12M Buy
2022
Q4
$893K Sell
2022
Q3
$1.25M Buy
2022
Q2
$1.13M Sell
2022
Q1
$1.42M Sell
2021
Q4
$1.4M Buy
2021
Q3
$1.13M Sell
2021
Q2
$1.07M Sell
2021
Q1
$1.14M Buy
2020
Q4
$1.12M Buy
2020
Q3
$869K Buy