Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$291K Buy
2024
Q4
$227K Buy
2024
Q3
$146K Buy
2024
Q2
$114K Sell
2024
Q1
$246K Sell
2023
Q4
$218K Buy
2023
Q3
$82K Sell
2023
Q2
$699K Buy
2022
Q4
Sell
2022
Q3
$226K Sell
2022
Q2
$479K Buy
2021
Q4
Sell
2021
Q3
$937K Buy