Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$127K Sell
2025
Q1
$734K Buy
2024
Q4
$1.13M Buy
2024
Q3
$1.19M Buy
2024
Q2
$461K Sell
2024
Q1
$533K Buy
2023
Q4
$349K Buy
2023
Q3
Sell
2023
Q2
$84.3K Buy
2023
Q1
$18.5K Buy
2022
Q4
Sell
2022
Q3
$58K Buy
2022
Q2
$56K Buy
2022
Q1
Sell
2021
Q4
$877K Buy
2021
Q3
$168K Buy