Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$292K Buy
2024
Q2
Sell
2024
Q1
$318K Sell
2023
Q4
$341K Buy
2023
Q2
Sell
2023
Q1
$488K Buy
2022
Q4
$606K Sell
2022
Q3
$759K Sell
2022
Q2
$1.1M Sell
2022
Q1
$1.67M Sell
2021
Q4
$2.41M Buy
2021
Q3
$2M Buy
2021
Q2
$1.34M Buy
2021
Q1
$377K Sell
2020
Q4
$2.15M Buy
2020
Q1
Sell
2019
Q4
$4.88M Buy