Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.39M Sell
2025
Q1
$2.56M Sell
2024
Q4
$3.08M Sell
2024
Q3
$3.48M Buy
2024
Q2
$99K Sell
2024
Q1
$216K Hold
2023
Q4
$185K Sell
2023
Q3
$191K Sell
2023
Q2
$246K Hold
2023
Q1
$216K Buy
2021
Q4
Sell
2021
Q3
$20K Sell
2021
Q2
$60K Sell
2021
Q1
$87K Hold
2020
Q4
$70K Hold
2020
Q3
$55K Buy