Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
2025
Q1
$132K Sell
2024
Q4
$284K Sell
2024
Q3
$530K Sell
2024
Q2
$533K Sell
2024
Q1
$1.48M Sell
2023
Q4
$1.7M Buy
2023
Q3
$1.01M Sell
2023
Q2
$1.01M Sell
2023
Q1
$1.16M Sell
2022
Q4
$917K Buy
2022
Q3
$883K Sell
2022
Q2
$1.28M Buy
2022
Q1
$1M Buy
2021
Q4
$1.19M Sell
2021
Q3
$1.74M Buy
2021
Q2
$55K Buy