Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Hold
2025
Q1
$1.36M Sell
2024
Q4
$1.16M Buy
2024
Q3
$1.27M Sell
2024
Q2
$1.1M Hold
2024
Q1
$1.17M Sell
2023
Q4
$1.68M Buy
2023
Q3
$1.47M Sell
2023
Q2
$1.34M Sell
2023
Q1
$1.69M Buy
2022
Q4
$1.6M Sell
2022
Q3
$1.37M Buy
2022
Q2
$1.49M Buy
2022
Q1
$1.56M Hold
2021
Q4
$1.31M Buy
2021
Q3
$590K Hold
2021
Q2
$616K Sell
2021
Q1
$640K Buy
2020
Q4
$474K Sell
2020
Q3
$391K Hold
2020
Q2
$438K Buy
2020
Q1
$254K Sell
2019
Q4
$401K Buy