Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$234K Sell
2024
Q3
$340K Buy
2024
Q2
Sell
2024
Q1
$1.41M Sell
2023
Q4
$1.78M Buy
2023
Q2
Sell
2023
Q1
$1.24M Buy
2022
Q4
$911K Buy
2021
Q3
Sell
2021
Q2
$157K Buy
2020
Q4
Sell
2020
Q3
$37K Buy
2020
Q2
$26K Buy
2020
Q1
Sell
2019
Q4
$175K Buy