Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$560K Buy
2024
Q4
$502K Sell
2024
Q3
$1.38M Buy
2023
Q1
Sell
2022
Q4
$3K Sell
2022
Q3
$19K Sell
2022
Q2
$203K Buy
2022
Q1
Sell
2021
Q4
$8K Sell
2021
Q3
$30K Hold
2021
Q2
$29K Hold
2021
Q1
$28K Buy
2020
Q3
Sell
2020
Q2
$0 Buy