Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
2025
Q1
Sell
2024
Q4
$237K Hold
2024
Q3
$208K Buy
2023
Q1
Sell
2022
Q4
$229K Sell
2022
Q3
$240K Sell
2022
Q2
$347K Sell
2022
Q1
$744K Sell
2021
Q4
$957K Buy
2021
Q3
$879K Buy
2021
Q2
$725K Buy
2021
Q1
$463K Buy