Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$652K Buy
2025
Q1
$258K Sell
2024
Q4
$530K Sell
2024
Q3
$1.03M Sell
2024
Q2
$1.25M Buy
2024
Q1
$499K Buy
2023
Q4
$215K Sell
2023
Q3
$2.65M Buy
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$132K Sell
2022
Q2
$195K Sell
2022
Q1
$717K Sell
2021
Q4
$1.19M Buy
2021
Q3
$758K Buy
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Sell
2020
Q3
$437K Buy