Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$137K Sell
2025
Q1
$217K Sell
2024
Q4
$242K Buy
2024
Q3
$140K Buy
2024
Q2
$128K Hold
2024
Q1
$150K Buy
2023
Q4
$154K Hold
2023
Q3
$119K Buy
2022
Q2
Sell
2022
Q1
$144K Hold
2021
Q4
$138K Hold
2021
Q3
$112K Sell
2021
Q2
$202K Sell
2021
Q1
$694K Sell
2020
Q4
$4.68M Hold
2020
Q3
$686K Sell
2020
Q2
$1.28M Buy
2020
Q1
$643K Sell
2019
Q4
$1.26M Hold
2019
Q3
$1.14M Hold
2019
Q2
$1.32M Hold
2019
Q1
$1.25M Buy