Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$420K Hold
2025
Q1
$419K Buy
2024
Q4
$386K Sell
2024
Q3
$542K Buy
2024
Q2
$676K Sell
2024
Q1
$1.01M Buy
2023
Q4
$531K Sell
2023
Q3
$687K Hold
2023
Q2
$435K Sell
2023
Q1
$1.2M Buy
2022
Q4
$1M Buy
2022
Q3
$2.55M Sell
2022
Q2
$4.6M Buy
2022
Q1
$5.4M Sell
2021
Q4
$6.19M Buy
2021
Q3
$5.49M Buy