Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$357K Hold
2024
Q4
$329K Sell
2024
Q3
$875K Buy
2024
Q2
$529K Buy
2023
Q4
Sell
2023
Q3
$390K Sell
2023
Q2
$708K Buy
2022
Q3
Sell
2022
Q2
$227K Buy
2021
Q4
Sell
2021
Q3
$452K Sell
2021
Q2
$795K Buy
2021
Q1
$413K Buy
2020
Q3
Sell
2020
Q2
$340K Buy