Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
2025
Q1
$383K Sell
2024
Q4
$621K Buy
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$1.81M Buy
2023
Q2
Sell
2023
Q1
$752K Sell
2022
Q4
$1.4M Sell
2022
Q3
$1.36M Buy
2022
Q2
$1.17M Buy
2022
Q1
$270K Sell
2021
Q4
$1.46M Buy
2021
Q3
$1.1M Buy
2021
Q2
$267K Buy
2021
Q1
Sell
2020
Q4
$3.45M Buy