Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$961K Buy
2025
Q1
$172K Sell
2024
Q4
$594K Sell
2024
Q3
$514K Buy
2024
Q2
Sell
2024
Q1
$19.1K Buy
2023
Q4
Hold
2022
Q2
Sell
2022
Q1
$454K Buy
2021
Q4
$339K Sell
2021
Q3
$374K Buy
2021
Q2
Hold