Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
2025
Q1
$362K Sell
2024
Q4
$637K Sell
2024
Q3
$3.72M Buy
2024
Q2
$3.76M Buy
2024
Q1
$1.03M Sell
2023
Q4
$941K Buy
2023
Q3
$355K Hold
2023
Q2
$443K Buy
2022
Q3
Sell
2022
Q2
$2.53M Buy
2022
Q1
$3.67M Sell
2021
Q4
$4.39M Buy
2021
Q3
Sell
2021
Q2
$201K Sell
2021
Q1
$214K Buy
2020
Q2
Sell
2020
Q1
$240K Sell
2019
Q4
$326K Buy
2019
Q3
$233K Buy