Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
2025
Q1
Sell
2024
Q4
$234K Buy
2024
Q3
$232K Hold
2024
Q2
$219K Buy
2023
Q2
Sell
2023
Q1
$323K Sell
2022
Q4
$410K Sell
2022
Q3
$445K Sell
2022
Q2
$1.97M Buy
2022
Q1
$2.73M Buy
2021
Q4
$1.65M Buy
2021
Q3
$304K Buy
2021
Q2
$240K Buy
2021
Q1
$232K Buy