Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
2025
Q1
$242K Buy
2024
Q4
$286K Sell
2024
Q3
$302K Sell
2024
Q2
$1.38M Hold
2024
Q1
$1.67M Buy
2023
Q4
$1.81M Sell
2023
Q3
$1.63M Sell
2023
Q2
$1.44M Sell
2023
Q1
$3.31M Sell
2022
Q4
$3.57M Sell
2022
Q3
$3.6M Buy
2022
Q2
$4.05M Buy
2022
Q1
$5.05M Sell
2021
Q4
$5.14M Sell
2021
Q3
$4.81M Sell
2021
Q2
$5.49M Sell
2021
Q1
$4.88M Buy
2020
Q4
$3.82M Buy
2020
Q3
$3.68M Buy
2020
Q2
$623K Buy
2020
Q1
$317K Buy
2019
Q4
$242K Buy