Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.58M Sell
2025
Q1
$1.22M Sell
2024
Q4
$1.18M Buy
2024
Q3
$1.33M Buy
2024
Q2
$1.4M Buy
2024
Q1
$1.02M Buy
2023
Q2
Sell
2023
Q1
$290K Buy
2022
Q4
$222K Buy
2022
Q1
Sell
2021
Q4
$227K Buy
2020
Q1
Sell
2019
Q4
$400K Buy
2019
Q3
$328K Buy
2019
Q2
Sell
2019
Q1
$72K Hold
2018
Q4
$54K Hold
2018
Q3
$62K Sell
2018
Q2
$63K Buy