Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$27.9K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Sell
2022
Q2
$80K Buy
2022
Q1
Hold
2021
Q4
Sell
2021
Q3
$1.18M Buy
2021
Q2
$2.1M Buy
2021
Q1
$1.84M Sell
2020
Q4
$8.59M Buy
2020
Q3
$2.27M Buy
2020
Q2
Sell
2020
Q1
$367K Buy