Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
2025
Q1
$298K Buy
2024
Q4
$289K Buy
2024
Q3
$334K Sell
2024
Q2
$285K Sell
2024
Q1
$344K Buy
2023
Q2
Sell
2023
Q1
$2.56M Sell
2022
Q4
$2.81M Buy
2022
Q3
$2.02M Buy
2022
Q2
$2.12M Buy
2022
Q1
$2.08M Sell
2021
Q4
$3.29M Buy
2021
Q3
$2.15M Buy
2021
Q2
$1.99M Buy
2021
Q1
$1.72M Buy
2020
Q4
$1.35M Buy