Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Sell
2024
Q4
$93.1K Buy
2024
Q3
Sell
2024
Q2
$125K Sell
2024
Q1
$383K Buy
2023
Q4
$429K Hold
2023
Q3
$363K Sell
2023
Q2
$452K Buy
2022
Q1
Sell
2021
Q4
$23K Buy
2021
Q3
Hold
2020
Q1
Hold
2019
Q4
Sell
2019
Q3
$1.27M Buy
2019
Q2
Hold