Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$255K Sell
2024
Q3
$253K Buy
2024
Q2
$207K Sell
2024
Q1
$244K Hold
2023
Q4
$246K Buy
2023
Q3
Sell
2023
Q2
$298K Buy
2023
Q1
$221K Buy
2022
Q3
Sell
2022
Q2
$295K Buy
2022
Q1
$1.25M Hold
2021
Q4
$1.25M Buy
2021
Q3
$1.22M Sell
2021
Q2
$1.32M Sell
2021
Q1
$1.24M Sell
2020
Q4
$1.34M Buy
2020
Q3
$817K Buy
2020
Q2
$649K Buy