Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
2025
Q1
Sell
2024
Q4
$139K Buy
2024
Q2
Sell
2024
Q1
$1.32M Buy
2023
Q3
Sell
2023
Q2
$136K Sell
2023
Q1
$859K Buy
2022
Q4
Sell
2022
Q3
$557K Buy
2022
Q1
Sell
2021
Q4
$165K Buy
2021
Q2
Sell
2021
Q1
$3.88M Buy
2020
Q4
$20K Buy