Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$145K Sell
2025
Q1
$175K Hold
2024
Q4
$222K Sell
2024
Q3
$300K Hold
2024
Q2
$320K Hold
2024
Q1
$366K Sell
2023
Q4
$1.56M Sell
2023
Q3
$1.57M Hold
2023
Q2
$1.57M Sell
2023
Q1
$2.17M Sell
2022
Q4
$1.55M Hold
2022
Q3
$1.14M Hold
2022
Q2
$1.45M Sell
2022
Q1
$1.64M Buy
2021
Q4
$1.18M Hold
2021
Q3
$882K Sell
2021
Q2
$1.06M Buy
2021
Q1
$866K Buy
2020
Q4
$658K Buy
2020
Q3
$116K Hold
2020
Q2
$192K Hold
2020
Q1
$222K Buy
2019
Q4
$442K Buy