Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$37.7K Sell
2025
Q1
$125K Sell
2024
Q4
$147K Sell
2024
Q3
$1.43M Sell
2024
Q2
$1.63M Sell
2024
Q1
$1.79M Sell
2023
Q4
$1.7M Sell
2023
Q3
$1.43M Buy
2023
Q2
$1.19M Buy
2023
Q1
$816K Buy
2022
Q4
$613K Sell
2022
Q3
$621K Buy
2022
Q2
$603K Buy
2021
Q4
Sell
2021
Q3
$4.33M Buy
2020
Q4
Sell
2020
Q3
$19K Buy
2020
Q2
$16K Sell
2020
Q1
$386K Buy
2019
Q4
$78K Sell
2019
Q3
$174K Buy