Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$196K Buy
2024
Q4
Sell
2024
Q3
$1.19M Buy
2024
Q2
$889K Sell
2024
Q1
$1.01M Buy
2023
Q1
Sell
2022
Q4
$749K Buy
2022
Q3
$736K Buy
2022
Q2
$134K Buy
2022
Q1
Sell
2021
Q4
$204K Buy
2021
Q3
Sell
2021
Q2
$137K Sell
2021
Q1
$1.41M Buy