Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$229K Sell
2024
Q3
$599K Buy
2024
Q2
$46.5K Sell
2024
Q1
$599K Sell
2023
Q4
$1.35M Sell
2023
Q3
$1.38M Buy
2023
Q2
$1.17M Buy
2023
Q1
$771K Buy
2022
Q4
$294K Buy
2022
Q3
$235K Buy
2022
Q2
$133K Sell
2022
Q1
$179K Sell
2021
Q4
$207K Sell
2021
Q3
$263K Sell
2021
Q2
$284K Buy
2021
Q1
$158K Buy
2020
Q4
$73K Sell
2020
Q3
$105K Buy