Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$422K Sell
2025
Q1
$443K Sell
2024
Q4
$735K Buy
2024
Q3
$646K Sell
2024
Q2
$687K Sell
2024
Q1
$1.1M Buy
2023
Q4
$930K Sell
2023
Q3
$622K Buy
2023
Q2
$653K Sell
2023
Q1
$751K Sell
2022
Q4
$609K Sell
2022
Q3
$485K Buy
2022
Q2
$566K Buy
2022
Q1
$459K Buy
2021
Q4
$612K Sell
2021
Q3
$2.47M Sell
2021
Q2
$4.28M Buy
2021
Q1
$322K Sell
2020
Q4
$292K Buy