Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$256K Sell
2024
Q4
$760K Sell
2024
Q3
$2.16M Sell
2024
Q2
$2.25M Buy
2024
Q1
$2.16M Sell
2023
Q4
$2.86M Sell
2023
Q3
$2.8M Sell
2023
Q2
$3.65M Buy
2023
Q1
$3.34M Buy
2022
Q4
$909K Buy
2022
Q3
$632K Buy
2022
Q2
$250K Sell
2022
Q1
$291K Sell
2021
Q4
$318K Buy
2021
Q3
$240K Buy
2020
Q3
Sell
2020
Q2
$50K Hold
2020
Q1
$49K Buy
2019
Q4
$35K Buy