Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$434K Sell
2025
Q1
$437K Hold
2024
Q4
$403K Sell
2024
Q3
$581K Hold
2024
Q2
$550K Hold
2024
Q1
$576K Sell
2023
Q4
$703K Sell
2023
Q3
$735K Hold
2023
Q2
$690K Sell
2023
Q1
$677K Sell
2022
Q4
$1.55M Sell
2022
Q3
$2.59M Buy
2022
Q2
$2.67M Buy
2022
Q1
$2.3M Buy
2021
Q4
$156K Sell
2021
Q3
$178K Sell
2021
Q2
$208K Sell
2021
Q1
$217K Sell
2020
Q4
$200K Sell
2020
Q3
$174K Sell
2020
Q2
$1.02M Sell
2020
Q1
$5.21M Buy
2019
Q4
$7.36M Buy