Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$651K Buy
2025
Q1
$200K Sell
2024
Q4
$286K Sell
2024
Q3
$539K Buy
2023
Q1
Sell
2022
Q4
$66K Buy
2022
Q2
Sell
2022
Q1
$128K Sell
2021
Q4
$1.38M Buy