Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$437K Sell
2025
Q1
$1.65M Buy
2024
Q4
$356K Sell
2024
Q3
$2.34M Sell
2024
Q2
$3.12M Buy
2024
Q1
$1.37M Buy
2023
Q4
$307K Buy
2023
Q3
Sell
2023
Q2
$329K Buy
2023
Q1
$267K Buy
2022
Q1
Sell
2021
Q4
$212K Buy
2021
Q3
Sell
2021
Q2
$971K Buy
2021
Q1
$600K Buy