Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$206K Sell
2024
Q3
$238K Sell
2024
Q2
$233K Sell
2024
Q1
$516K Buy
2023
Q4
$523K Sell
2023
Q3
$605K Sell
2023
Q2
$688K Buy
2023
Q1
$699K Buy
2022
Q4
$877K Buy
2022
Q3
$748K Sell
2022
Q2
$911K Sell
2022
Q1
$915K Sell
2021
Q4
$1.25M Hold
2021
Q3
$1M Buy
2021
Q2
$921K Sell
2021
Q1
$877K Buy
2020
Q4
$848K Buy