Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$192K Sell
2025
Q1
$2.11M Buy
2023
Q4
Sell
2023
Q3
$125K Buy
2022
Q4
$79K Buy
2021
Q4
Sell
2021
Q3
$131K Buy
2021
Q2
$12K Buy
2021
Q1
Sell
2020
Q4
$34K Sell
2020
Q3
$215K Buy
2020
Q2
$131K Buy
2020
Q1
Sell
2019
Q4
$702K Buy