Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
2025
Q1
$415K Buy
2024
Q4
$498K Buy
2024
Q3
$324K Buy
2024
Q2
$320K Buy
2024
Q1
$347K Buy
2023
Q4
$223K Hold
2023
Q3
$203K Buy
2022
Q2
Sell
2022
Q1
$410K Hold
2021
Q4
$567K Hold
2021
Q3
$401K Sell
2021
Q2
$706K Hold
2021
Q1
$776K Buy
2020
Q4
$275K Buy
2018
Q4
Sell
2018
Q3
$999K Hold
2018
Q2
$1.06M Hold
2018
Q1
$982K Buy
2017
Q4
$658K Buy