Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$209K Sell
2024
Q3
$623K Buy
2024
Q2
$302K Sell
2024
Q1
$350K Sell
2023
Q4
$411K Buy
2023
Q3
$334K Buy
2023
Q2
$379K Buy
2023
Q1
$223K Buy
2022
Q4
$217K Buy
2022
Q3
$208K Sell
2022
Q2
$270K Buy
2022
Q1
$289K Sell
2021
Q4
$7.45M Buy
2021
Q3
$7.11M Buy
2021
Q2
$7.01M Sell
2021
Q1
$7.98M Sell
2020
Q4
$7.57M Sell
2020
Q3
$8.1M Buy
2020
Q2
$8.08M Buy
2020
Q1
$236K Buy