Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$147K Sell
2024
Q4
$312K Buy
2024
Q3
$184K Sell
2024
Q2
$578K Sell
2024
Q1
$918K Sell
2023
Q4
$1.02M Buy
2023
Q3
$451K Sell
2023
Q2
$481K Buy
2023
Q1
Sell
2022
Q4
$111K Buy
2022
Q2
Sell
2022
Q1
$747K Sell
2021
Q4
$955K Buy