Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
2024
Q3
Sell
2024
Q2
$1.1M Sell
2024
Q1
$1.25M Sell
2023
Q4
$1.21M Sell
2023
Q3
$1.98M Buy
2023
Q2
$1.16M Buy
2023
Q1
$381K Buy
2022
Q4
$297K Hold
2022
Q3
$318K Hold
2022
Q2
$246K Hold
2022
Q1
$428K Hold
2021
Q4
$503K Hold
2021
Q3
$538K Sell
2021
Q2
$609K Sell
2021
Q1
$1.42M Buy
2020
Q4
$1.21M Buy
2020
Q3
$438K Sell
2020
Q2
$373K Buy
2020
Q1
$335K Buy