Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$523K Buy
2025
Q1
$528K Buy
2024
Q4
$234K Sell
2024
Q3
$314K Buy
2024
Q1
Sell
2023
Q4
$231K Sell
2023
Q3
$490K Sell
2023
Q2
$1.56M Buy
2023
Q1
$1.6M Buy
2022
Q4
Sell
2022
Q3
$238K Sell
2022
Q2
$312K Buy
2022
Q1
$289K Buy
2021
Q4
$130K Buy
2021
Q1
Sell
2020
Q4
$298K Sell
2020
Q3
$201K Hold
2020
Q2
$159K Buy