Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$376K Buy
2024
Q4
$311K Buy
2024
Q3
$400K Buy
2022
Q2
Sell
2022
Q1
$291K Sell
2021
Q4
$648K Sell
2021
Q3
$800K Buy
2021
Q2
$422K Buy