Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$998K Sell
2025
Q1
$1.94M Buy
2024
Q3
Sell
2024
Q2
$1.64M Buy
2023
Q3
Sell
2023
Q2
$368K Sell
2023
Q1
$448K Buy
2022
Q4
$299K Sell
2022
Q3
$1.12M Buy
2022
Q2
$379K Sell
2022
Q1
$833K Buy
2021
Q4
$581K Sell
2021
Q3
$535K Buy
2021
Q2
$587K Buy
2021
Q1
$201K Buy