Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
2025
Q1
Sell
2024
Q4
$224K Sell
2024
Q3
$451K Buy
2024
Q2
$423K Sell
2024
Q1
$1.44M Buy
2023
Q4
$762K Buy
2023
Q3
$629K Sell
2023
Q2
$740K Sell
2023
Q1
$723K Buy
2022
Q4
$585K Buy
2022
Q3
$334K Buy
2022
Q2
$420K Hold
2022
Q1
$490K Buy
2021
Q4
$705K Buy