Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$505K Sell
2025
Q1
$494K Sell
2024
Q4
$546K Buy
2024
Q3
$424K Buy
2024
Q2
$300K Buy
2023
Q3
Sell
2023
Q2
$420K Hold
2023
Q1
$467K Buy
2022
Q4
Sell
2022
Q3
$668K Sell
2022
Q2
$946K Buy
2022
Q1
$1.03M Sell
2021
Q4
$2.96M Buy
2021
Q3
$1.15M Buy
2021
Q2
$314K Buy