Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$330K Buy
2024
Q4
$209K Sell
2024
Q3
$247K Sell
2024
Q2
$322K Buy
2024
Q1
$302K Buy
2023
Q4
$243K Sell
2023
Q3
$1.09M Buy
2023
Q2
$981K Buy
2023
Q1
$860K Sell
2022
Q4
$1.14M Sell
2022
Q3
$750K Sell
2022
Q2
$1.14M Sell
2022
Q1
$1.17M Buy
2021
Q4
$1.23M Buy
2021
Q3
$977K Buy
2021
Q2
$1.25M Buy
2021
Q1
$1.17M Buy
2020
Q4
Sell
2020
Q3
$2.77K Buy