Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$55K Hold
2025
Q1
$57K Buy
2024
Q4
Sell
2024
Q3
$683K Sell
2024
Q2
$739K Sell
2024
Q1
$1.07M Sell
2023
Q4
$1.27M Sell
2023
Q3
$1.66M Buy
2023
Q2
$1.44M Hold
2023
Q1
$1.25M Buy
2022
Q4
$1.36M Buy
2022
Q3
$1.14M Buy
2022
Q2
$348K Buy
2018
Q1
Sell
2017
Q4
$68K Hold
2017
Q3
$77K Hold
2017
Q2
$59K Buy
2017
Q1
$20K Buy