Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$70K Sell
2024
Q3
$13.1M Sell
2024
Q2
$17M Sell
2024
Q1
$15.6M Buy
2023
Q4
$12.8M Buy
2023
Q3
$4.28M Sell
2023
Q2
$6.09M Buy
2023
Q1
$1.93M Buy
2022
Q4
$8K Sell
2022
Q3
$62K Hold
2022
Q2
$66K Buy
2022
Q1
Sell
2021
Q4
$288K Hold
2021
Q3
$242K Hold
2021
Q2
$225K Buy