Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$166K Sell
2025
Q1
$297K Buy
2024
Q4
$226K Buy
2024
Q3
$140K Sell
2024
Q2
$645K Buy
2024
Q1
$224K Sell
2023
Q4
$2.09M Buy
2023
Q3
$296K Buy
2023
Q1
Sell
2022
Q4
$4.34M Buy
2022
Q1
Sell
2021
Q4
$8.72M Buy
2021
Q2
Sell
2021
Q1
$2.51K Buy
2020
Q4
$1.35K Sell
2020
Q3
$2.52M Buy