Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$745K Buy
2025
Q1
$275K Sell
2024
Q4
$344K Sell
2024
Q3
$435K Buy
2024
Q2
$296K Hold
2024
Q1
$314K Hold
2023
Q4
$251K Buy
2022
Q1
Sell
2021
Q4
$247K Buy
2021
Q2
Sell
2021
Q1
$1.64M Buy
2020
Q4
$1.53K Buy
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Hold
2019
Q4
Hold