Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$60K Sell
2025
Q1
$122K Sell
2024
Q4
$215K Sell
2024
Q3
$2.68M Sell
2024
Q2
$7.65M Sell
2024
Q1
$21.1M Sell
2023
Q4
$20.9M Buy
2023
Q3
$22M Sell
2023
Q2
$23.8M Sell
2023
Q1
$26.8M Buy
2022
Q4
$25M Buy
2022
Q3
$15M Buy
2022
Q2
$13.8M Buy
2022
Q1
$2.47M Buy
2021
Q4
$142K Hold
2021
Q3
$141K Hold
2021
Q2
$152K Hold
2021
Q1
$129K Hold
2020
Q4
$104K Hold
2020
Q3
$74K Buy