Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
2025
Q1
$186K Sell
2024
Q4
$257K Buy
2024
Q3
$232K Buy
2023
Q3
Sell
2023
Q2
$209K Buy
2023
Q1
$238K Buy
2022
Q4
$221K Sell
2022
Q3
$274K Sell
2022
Q2
$220K Sell
2022
Q1
$2.36M Sell
2021
Q4
$4.24M Buy
2021
Q3
$5.33M Buy
2021
Q2
$5.9M Sell
2021
Q1
$5M Buy
2020
Q4
$4.79M Buy