Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
2025
Q1
Sell
2024
Q4
$226K Sell
2024
Q3
$2.26M Buy
2024
Q2
$956K Buy
2024
Q1
Sell
2023
Q4
$201K Buy
2023
Q3
Sell
2023
Q2
$333K Sell
2023
Q1
$511K Buy
2022
Q4
Sell
2022
Q3
$314K Buy
2022
Q1
Sell
2021
Q4
$1.25M Buy
2021
Q3
$724K Buy
2021
Q2
Hold
2013
Q4
Sell
2013
Q3
$3.55M Buy