Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
2025
Q1
$384K Sell
2024
Q4
$381K Sell
2024
Q3
$540K Sell
2024
Q2
$1.13M Sell
2024
Q1
$1.26M Buy
2023
Q4
$1.57M Buy
2023
Q3
$1.37M Buy
2023
Q2
$1.13M Sell
2023
Q1
$1.23M Buy
2022
Q4
$1.28M Buy
2022
Q2
Sell
2022
Q1
$894K Buy
2021
Q4
$871K Hold
2021
Q3
$731K Buy
2021
Q2
$813K Hold
2021
Q1
$770K Buy
2020
Q4
Sell
2020
Q3
$205K Buy