Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.7M Sell
2025
Q1
$2.02M Buy
2024
Q4
$1.99M Sell
2024
Q3
$3.32M Buy
2024
Q2
$2.01M Buy
2024
Q1
$1.79M Sell
2023
Q4
$2.05M Sell
2023
Q3
$1.68M Buy
2023
Q2
$1.14M Buy
2023
Q1
$1.1M Buy
2022
Q3
Sell
2022
Q2
$401K Buy
2021
Q4
Sell
2021
Q3
$269K Sell
2021
Q2
$368K Buy
2019
Q1
Sell
2018
Q4
$9.88M Buy