Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$190K Buy
2025
Q1
$167K Buy
2024
Q4
$150K Sell
2024
Q3
$163K Buy
2024
Q2
$187K Buy
2024
Q1
$185K Buy
2023
Q4
$156K Buy
2023
Q3
Sell
2023
Q2
$153K Buy
2022
Q4
Sell
2022
Q3
$125K Sell
2022
Q2
$616K Sell
2022
Q1
$1.47M Buy
2021
Q4
$1.58M Buy
2021
Q3
$257K Sell
2021
Q2
$539K Buy