Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
2024
Q4
Sell
2024
Q3
$392K Sell
2024
Q2
$432K Sell
2024
Q1
$458K Sell
2023
Q4
$654K Sell
2023
Q3
$675K Buy
2023
Q2
$536K Sell
2023
Q1
$617K Buy
2022
Q3
Sell
2022
Q2
$245K Buy
2021
Q2
Sell
2021
Q1
$463K Sell
2020
Q4
$722K Buy