Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$223K Hold
2024
Q4
$209K Sell
2024
Q3
$531K Sell
2024
Q2
$1.17M Buy
2024
Q1
$949K Sell
2023
Q4
$1.03M Buy
2023
Q3
$722K Hold
2023
Q2
$857K Hold
2023
Q1
$964K Buy
2022
Q4
$839K Sell
2022
Q3
$990K Sell
2022
Q2
$1.38M Buy
2022
Q1
$514K Buy
2020
Q3
Sell
2020
Q2
$370K Sell
2020
Q1
$433K Sell
2019
Q4
$522K Buy
2019
Q3
$214K Buy