Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$131K Sell
2025
Q1
$150K Sell
2024
Q4
$231K Sell
2024
Q3
$3.2M Buy
2024
Q2
$2.91M Buy
2024
Q1
$2.92M Sell
2023
Q4
$3.78M Sell
2023
Q3
$4.52M Sell
2023
Q2
$5.43M Sell
2023
Q1
$5.56M Buy
2022
Q4
$5.05M Buy
2022
Q3
$4.42M Buy
2022
Q2
$4.8M Buy
2022
Q1
$5.36M Buy
2021
Q4
$4.87M Sell
2021
Q3
$5.14M Buy
2021
Q2
$4.97M Sell
2021
Q1
$4.75M Sell
2020
Q4
$4.79M Sell
2020
Q3
$4.97M Buy
2020
Q2
$4.66M Sell
2020
Q1
$4.74M Sell
2019
Q4
$5.54M Buy