Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$213K Hold
2025
Q1
$201K Buy
2024
Q1
Sell
2023
Q4
$458K Sell
2023
Q3
$575K Sell
2023
Q2
$1.05M Sell
2023
Q1
$1.53M Buy
2022
Q4
$653K Buy
2022
Q3
$346K Buy
2022
Q2
$258K Hold
2022
Q1
$319K Buy
2021
Q1
Sell
2020
Q4
$374K Hold
2020
Q3
$257K Buy
2020
Q2
$248K Buy
2019
Q4
Sell
2019
Q3
$294K Buy
2018
Q2
Sell
2018
Q1
$247K Buy