Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
2025
Q1
$222K Sell
2024
Q4
$1.11M Sell
2024
Q3
$1.93M Buy
2024
Q2
$662K Buy
2024
Q1
$226K Sell
2023
Q4
$1.72M Sell
2023
Q3
$5.79M Sell
2023
Q2
$5.07M Buy
2023
Q1
$315K Buy
2022
Q4
$233K Buy
2020
Q4
Sell
2020
Q3
$389K Sell
2020
Q2
$370K Sell
2020
Q1
$286K Buy