Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$227K Sell
2024
Q4
$2.81M Buy
2023
Q4
Sell
2023
Q3
$356K Buy
2023
Q2
Sell
2023
Q1
$32.7K Sell
2022
Q4
$52.9K Sell
2022
Q3
$143K Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$129K Buy
2021
Q3
Hold
2021
Q2
Sell
2021
Q1
$451K Sell
2020
Q4
$2.25M Buy