Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$192K Buy
2024
Q2
Sell
2024
Q1
$344K Hold
2023
Q4
$392K Buy
2023
Q3
$347K Hold
2023
Q2
$486K Hold
2023
Q1
$353K Sell
2022
Q4
$348K Sell
2022
Q3
$603K Sell
2022
Q2
$559K Buy
2022
Q1
$733K Sell
2021
Q4
$1.17M Sell
2021
Q3
$1.62M Sell
2021
Q2
$1.53M Buy
2021
Q1
$1.71M Sell
2020
Q4
$1.13M Buy
2020
Q3
$629K Buy
2020
Q2
$328K Buy