Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$402K Buy
2025
Q1
$304K Sell
2024
Q4
$1.46M Sell
2024
Q3
$1.53M Sell
2024
Q2
$1.51M Sell
2024
Q1
$2.75M Buy
2023
Q4
$2.31M Buy
2023
Q3
$1.57M Buy
2023
Q2
$489K Sell
2023
Q1
$509K Buy
2022
Q4
$278K Sell
2022
Q3
$365K Buy
2022
Q2
$376K Buy
2021
Q4
Sell
2021
Q3
$313K Buy
2021
Q2
Sell
2021
Q1
$2.21M Buy
2020
Q4
$3.15M Buy