Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
2025
Q1
Sell
2024
Q4
$105K Sell
2024
Q3
$171K Sell
2024
Q2
$229K Sell
2024
Q1
$1.06M Buy
2023
Q4
$745K Buy
2023
Q3
$162K Buy
2023
Q2
Sell
2023
Q1
$621K Buy
2022
Q4
$476K Sell
2022
Q3
$520K Sell
2022
Q2
$567K Buy
2021
Q3
Sell
2021
Q2
$326K Buy