Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$249K Buy
2024
Q4
$88K Buy
2022
Q4
Sell
2022
Q3
$131K Sell
2022
Q2
$377K Sell
2022
Q1
$952K Buy
2021
Q4
$2.02M Sell
2021
Q3
$3.04M Buy