Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$119K Sell
2024
Q4
$274K Sell
2024
Q3
$101K Sell
2024
Q2
$122K Sell
2024
Q1
$120K Sell
2023
Q4
$216K Sell
2023
Q3
$505K Sell
2023
Q2
$1.1M Buy
2023
Q1
$764K Buy
2022
Q4
$652K Sell
2022
Q3
$1.14M Sell
2022
Q2
$1.43M Sell
2022
Q1
$1.39M Sell
2021
Q4
$1.88M Buy
2021
Q3
$1.81M Buy