Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$219K Sell
2024
Q4
$396K Buy
2024
Q3
$606K Sell
2024
Q2
$623K Buy
2024
Q1
$741K Buy
2023
Q4
$658K Sell
2023
Q3
$489K Buy
2023
Q2
$518K Buy
2023
Q1
$513K Sell
2022
Q4
$838K Buy
2022
Q3
$580K Sell
2022
Q2
$830K Sell
2022
Q1
$1.43M Sell
2021
Q4
$1.68M Buy
2021
Q3
$1.57M Buy
2021
Q2
$1.79M Buy
2021
Q1
$1.93M Sell
2020
Q4
$1.46M Sell
2020
Q3
$5.3K Buy
2020
Q2
$1.29M Buy