Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
2023
Q4
Sell
2023
Q3
$340K Buy
2023
Q2
Sell
2023
Q1
$229K Sell
2022
Q4
$607K Buy
2022
Q2
Sell
2022
Q1
$350K Buy
2021
Q4
$591K Buy
2021
Q3
$539K Buy
2021
Q2
Sell
2021
Q1
$421K Buy
2020
Q4
$287K Buy