Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$181K Sell
2025
Q1
$1.07M Buy
2024
Q4
$824K Sell
2024
Q3
$994K Buy
2024
Q2
$1.08M Buy
2024
Q1
$1M Buy
2023
Q4
$732K Buy
2023
Q3
$729K Buy
2023
Q2
$646K Buy
2023
Q1
$481K Sell
2022
Q4
$468K Buy
2022
Q3
$271K Buy
2022
Q2
$129K Buy
2020
Q4
Sell
2020
Q3
$79K Buy
2020
Q2
$67K Sell
2020
Q1
$55K Buy