Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
2025
Q1
$287K Sell
2024
Q4
$440K Sell
2024
Q3
$1.53M Buy
2024
Q2
$1.27M Buy
2024
Q1
$1.23M Buy
2023
Q4
$1.24M Sell
2023
Q3
$1.32M Buy
2023
Q2
$973K Buy
2021
Q4
Sell
2021
Q3
$360K Buy
2021
Q2
$218K Buy
2021
Q1
$214K Buy
2019
Q2
Sell
2019
Q1
$35K Buy
2018
Q4
$1K Buy