Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$126K Sell
2025
Q1
$374K Buy
2024
Q4
Sell
2024
Q3
$1.49M Buy
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$2.1M Buy
2023
Q3
$226K Buy
2023
Q2
Hold
2020
Q3
Sell
2020
Q2
$795K Buy
2020
Q1
Sell
2019
Q4
$303K Sell
2019
Q3
$339K Buy