Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$130K Sell
2024
Q4
$517K Buy
2024
Q3
$491K Sell
2024
Q2
$619K Sell
2024
Q1
$833K Buy
2023
Q4
$793K Sell
2023
Q3
$910K Hold
2023
Q2
$888K Hold
2023
Q1
$912K Hold
2022
Q4
$741K Buy
2022
Q3
$597K Hold
2022
Q2
$635K Buy
2022
Q1
$663K Buy
2021
Q4
$9K Buy