Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
2025
Q1
$349K Buy
2023
Q2
Sell
2023
Q1
$330K Sell
2022
Q4
$464K Buy
2022
Q3
$334K Sell
2022
Q2
$549K Buy
2022
Q1
$470K Buy
2021
Q4
$287K Buy
2021
Q3
$245K Sell
2021
Q2
$266K Buy
2021
Q1
Sell
2020
Q4
$229K Buy