Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
2025
Q1
Sell
2024
Q4
$205K Buy
2022
Q3
Sell
2022
Q2
$316K Buy
2022
Q1
$366K Buy
2021
Q4
$628K Buy
2021
Q3
$435K Buy
2021
Q2
$343K Buy