Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$248K Buy
2024
Q4
$252K Hold
2024
Q3
$253K Hold
2024
Q2
$203K Hold
2024
Q1
$221K Hold
2023
Q4
$311K Sell
2023
Q3
$950K Buy
2022
Q3
Sell
2022
Q2
$898K Sell
2022
Q1
$1.58M Buy
2021
Q4
$1.89M Buy
2021
Q3
$863K Sell
2021
Q2
$1.29M Buy
2021
Q1
$879K Sell
2020
Q4
$990K Buy