Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$660K Sell
2025
Q1
$408K Sell
2024
Q4
$643K Sell
2024
Q3
$358K Buy
2024
Q2
$410K Sell
2024
Q1
$1.25M Sell
2023
Q4
$1.45M Sell
2023
Q3
$872K Sell
2023
Q2
$1.55M Buy
2023
Q1
$787K Sell
2022
Q4
$896K Buy
2022
Q3
$693K Buy
2022
Q2
$662K Buy
2022
Q1
$1.14M Buy
2021
Q4
$1.45M Buy
2021
Q3
$1.46M Buy
2021
Q2
$1.8M Buy
2021
Q1
$2.13M Buy
2020
Q4
$393K Buy
2020
Q3
$150K Buy