Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
2024
Q2
Sell
2024
Q1
$187K Buy
2023
Q4
$219K Buy
2023
Q3
$104K Buy
2023
Q2
Hold
2023
Q1
Sell
2022
Q4
$519K Sell
2022
Q3
$1.25M Buy
2022
Q2
Sell
2022
Q1
$448K Buy
2021
Q4
Sell
2021
Q3
$324K Buy
2021
Q2
Hold
2020
Q1
Sell
2019
Q4
$217K Buy