Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$382K Sell
2024
Q4
$463K Buy
2024
Q3
$465K Buy
2024
Q2
$161K Sell
2024
Q1
$338K Buy
2023
Q4
$320K Sell
2023
Q3
$250K Sell
2023
Q2
$353K Sell
2023
Q1
$267K Sell
2022
Q4
$238K Buy
2022
Q3
$170K Buy
2022
Q2
$85K Hold
2022
Q1
$228K Sell
2021
Q4
$333K Buy