Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$194K Hold
2024
Q4
$212K Sell
2024
Q3
$237K Hold
2024
Q2
$229K Hold
2024
Q1
$254K Hold
2023
Q4
$238K Sell
2023
Q3
$224K Sell
2023
Q2
$1.02M Sell
2023
Q1
$2.04M Sell
2022
Q4
$2.34M Buy
2022
Q3
$489K Sell
2022
Q2
$647K Buy
2022
Q1
$613K Sell
2021
Q4
$628K Buy
2021
Q3
$482K Buy
2021
Q2
$473K Buy
2021
Q1
$449K Buy
2020
Q4
$345K Buy
2020
Q3
$189K Buy