Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$207K Sell
2024
Q3
$456K Sell
2024
Q2
$693K Hold
2024
Q1
$964K Buy
2023
Q4
$996K Sell
2023
Q3
$1.31M Hold
2023
Q2
$1.62M Hold
2023
Q1
$1.53M Sell
2022
Q4
$1.57M Hold
2022
Q3
$1.67M Buy
2020
Q4
Sell
2020
Q3
$301K Hold
2020
Q2
$233K Sell
2020
Q1
$291K Buy