Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
2025
Q1
$235K Buy
2024
Q4
$248K Buy
2024
Q1
Sell
2023
Q4
$251K Sell
2023
Q3
$303K Sell
2023
Q2
$383K Sell
2023
Q1
$668K Sell
2022
Q4
$1.79M Sell
2022
Q3
$1.53M Sell
2022
Q2
$1.85M Sell
2022
Q1
$1.9M Sell
2021
Q4
$2.3M Buy