Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
2025
Q1
$304K Buy
2024
Q4
Sell
2024
Q3
$1.76M Buy
2024
Q2
$202K Buy
2024
Q1
Sell
2023
Q4
$717K Buy
2023
Q3
$108K Buy
2022
Q2
Sell
2022
Q1
$204K Buy
2021
Q4
Sell
2021
Q3
$626K Buy
2021
Q2
$341K Sell
2021
Q1
$1.45M Buy
2020
Q4
Sell
2020
Q3
$220K Buy