Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$467K Buy
2024
Q4
$858K Buy
2023
Q2
Sell
2023
Q1
$263K Sell
2022
Q4
$300K Buy
2022
Q3
Sell
2022
Q2
$55K Sell
2022
Q1
$911K Buy
2021
Q4
$201K Buy