Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$995K Buy
2024
Q4
Sell
2024
Q3
$1.01M Buy
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$341K Sell
2023
Q3
$430K Buy
2022
Q4
Hold
2022
Q3
Sell
2022
Q2
$131K Buy
2021
Q4
Sell
2021
Q3
$281K Sell
2021
Q2
$4.98M Buy
2021
Q1
$548K Sell
2020
Q4
$1.09M Sell
2020
Q3
$1.3M Buy