Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43.5K Sell
2025
Q1
$107K Sell
2024
Q4
$409K Buy
2024
Q3
$217K Sell
2024
Q2
$928K Buy
2024
Q1
$1.78M Buy
2023
Q4
$2.66M Sell
2023
Q3
$3.15M Sell
2023
Q2
$4.88M Buy
2023
Q1
$4.47M Buy
2022
Q4
$6.8M Buy
2022
Q3
$8.96M Buy
2022
Q2
$4.27M Sell
2022
Q1
$7.04M Sell
2021
Q4
$17.8M Buy
2021
Q3
$15M Buy
2021
Q2
$3.4M Buy
2021
Q1
$1.35M Buy
2020
Q4
$16K Buy