Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
2025
Q1
$256K Buy
2024
Q4
Sell
2024
Q3
$352K Sell
2024
Q2
$2.18M Buy
2024
Q1
Hold
2023
Q4
Hold
2023
Q1
Sell
2022
Q4
$641K Buy
2022
Q3
Sell
2022
Q2
$1.12M Buy
2022
Q1
$1.77M Buy
2021
Q4
$1.66M Buy
2021
Q3
Hold