Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
2025
Q1
$52.2K Buy
2024
Q3
Sell
2024
Q2
$134K Sell
2024
Q1
$293K Buy
2023
Q2
Sell
2023
Q1
$582K Buy
2022
Q3
Sell
2022
Q2
$197K Sell
2022
Q1
$618K Sell
2021
Q4
$2.02M Buy
2021
Q3
$334K Hold
2021
Q2
$346K Sell
2021
Q1
$813K Sell
2020
Q4
$2.76M Sell
2020
Q3
$2.99M Buy
2020
Q2
$3.24M Buy
2020
Q1
$619K Buy