Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$554K Buy
2025
Q1
$376K Buy
2024
Q3
Sell
2024
Q2
$1,000K Buy
2023
Q4
Sell
2023
Q3
$782K Buy
2023
Q2
$228K Buy
2023
Q1
Sell
2022
Q4
$239K Buy
2022
Q2
Sell
2022
Q1
$211K Buy
2021
Q4
Sell
2021
Q3
$1.51M Buy
2021
Q2
$341K Buy
2020
Q4
Sell
2020
Q3
$550K Buy