Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$592K Buy
2025
Q1
$312K Buy
2024
Q4
$316K Hold
2024
Q3
$402K Hold
2024
Q2
$379K Hold
2024
Q1
$341K Sell
2023
Q4
$316K Sell
2023
Q3
$247K Sell
2023
Q2
$1.22M Sell
2023
Q1
$1.33M Sell
2022
Q4
$1.65M Sell
2022
Q3
$2.21M Sell
2022
Q2
$4.27M Sell
2022
Q1
$7.88M Buy
2021
Q4
$9.46M Sell
2021
Q3
$7.43M Sell
2021
Q2
$8.12M Sell
2021
Q1
$7.51M Sell
2020
Q4
$6.96M Sell
2020
Q3
$5.54M Sell
2020
Q2
$5.65M Buy
2020
Q1
$5.42M Buy
2019
Q4
$6.18M Buy