Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$620K Sell
2025
Q1
$546K Buy
2024
Q4
$759K Sell
2024
Q3
$1.22M Sell
2024
Q2
$1.91M Sell
2024
Q1
$2.97M Buy
2023
Q4
$184K Sell
2023
Q3
$177K Hold
2023
Q2
$191K Sell
2023
Q1
$148K Buy
2022
Q4
$115K Buy
2022
Q1
Sell
2021
Q4
$1.38M Buy
2021
Q3
$239K Sell
2021
Q2
$222K Sell
2021
Q1
$209K Sell
2020
Q4
$3.66M Buy