Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
2025
Q1
$244K Hold
2024
Q4
$218K Hold
2024
Q3
$219K Buy
2023
Q2
Sell
2023
Q1
$202K Hold
2022
Q4
$208K Buy
2022
Q3
Sell
2022
Q2
$2.11M Sell
2022
Q1
$2.91M Sell
2021
Q4
$4.7M Sell
2021
Q3
$4.36M Buy
2021
Q2
$2.56M Sell
2021
Q1
$2.64M Sell
2020
Q4
$2.53M Sell
2020
Q3
$2.33M Sell
2020
Q2
$2.87M Sell
2020
Q1
$4.41M Sell
2019
Q4
$7.23M Buy
2019
Q3
$5.59M Sell
2019
Q2
$5.57M Sell
2019
Q1
$5.77M Sell
2018
Q4
$5.73M Sell
2018
Q3
$7.16M Buy