Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$640K Buy
2024
Q4
$13.3K Sell
2024
Q3
$2.22M Buy
2024
Q2
$134K Buy
2024
Q1
$86.2K Buy
2023
Q4
Sell
2023
Q3
$6.44M Buy
2023
Q2
$611K Sell
2023
Q1
$2.85M Buy
2022
Q1
Sell
2021
Q4
$636K Buy
2021
Q1
Sell
2020
Q4
$712 Buy
2019
Q4
Hold
2019
Q3
Hold