Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
2025
Q1
$321K Sell
2024
Q4
$554K Sell
2024
Q3
$380K Sell
2024
Q2
$339K Buy
2022
Q4
Sell
2022
Q3
$721K Sell
2022
Q2
$891K Sell
2022
Q1
$1.19M Sell
2021
Q4
$1.12M Buy
2021
Q3
$1.38M Buy
2021
Q2
$770K Hold
2021
Q1
$693K Buy