Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$82.3K Buy
2024
Q2
Sell
2024
Q1
$208K Buy
2023
Q3
Sell
2023
Q2
$207K Hold
2023
Q1
$216K Sell
2022
Q4
$223K Sell
2022
Q3
$229K Sell
2022
Q2
$525K Sell
2022
Q1
$681K Sell
2021
Q4
$780K Sell
2021
Q3
$2.59M Sell
2021
Q2
$4.85M Sell
2021
Q1
$5.03M Buy
2020
Q4
$2.87M Buy
2020
Q3
$2.01M Buy
2020
Q2
$1.07M Buy
2020
Q1
$659K Buy