Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$191K Buy
2024
Q4
$52.5K Buy
2024
Q2
Sell
2024
Q1
$31.4K Sell
2023
Q4
$626K Buy
2023
Q3
$557K Sell
2023
Q2
$733K Sell
2023
Q1
$1.09M Sell
2022
Q4
$2.51M Buy
2022
Q3
$615K Buy
2022
Q2
$193K Sell
2022
Q1
$324K Sell
2021
Q4
$1.9M Buy
2021
Q3
$278K Sell
2021
Q2
$505K Sell
2021
Q1
$10.5M Buy
2020
Q4
Sell
2020
Q3
$2.19M Buy