Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$97.5K Sell
2025
Q1
$109K Sell
2024
Q4
$210K Hold
2024
Q3
$204K Hold
2024
Q2
$169K Sell
2024
Q1
$613K Buy
2023
Q4
$118K Buy
2023
Q3
$50K Buy
2021
Q1
Sell
2020
Q4
$1.34M Buy
2020
Q3
$499K Hold
2020
Q2
$467K Buy