Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$398K Hold
2025
Q1
$421K Buy
2023
Q2
Sell
2023
Q1
$516K Sell
2022
Q4
$513K Sell
2022
Q3
$809K Sell
2022
Q2
$1.22M Sell
2022
Q1
$3.11M Buy
2021
Q4
$1.29M Buy
2021
Q3
$1.11M Sell
2021
Q2
$2.49M Buy
2021
Q1
$413K Sell
2020
Q4
$876K Buy