Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Sell
2024
Q4
$255K Sell
2024
Q3
$1.35M Buy
2024
Q2
Hold
2024
Q1
Hold
2023
Q4
Sell
2023
Q3
$302K Buy
2023
Q1
Sell
2022
Q4
$407K Sell
2022
Q3
$954K Sell
2022
Q2
$2.3M Buy
2022
Q1
$2.23M Buy
2021
Q4
Hold
2021
Q1
Sell
2020
Q4
$489K Buy