Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$121K Buy
2025
Q1
$89K Buy
2024
Q1
Sell
2023
Q4
$63K Sell
2023
Q3
$106K Buy
2023
Q2
Sell
2023
Q1
$342K Buy
2022
Q4
$231K Hold
2022
Q3
$285K Buy
2022
Q2
$235K Sell
2022
Q1
$820K Buy
2021
Q4
$549K Buy
2018
Q4
Sell
2018
Q3
$567K Sell
2018
Q2
$1.22M Buy