Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
2024
Q4
Sell
2024
Q3
$212K Sell
2024
Q2
$300K Sell
2024
Q1
$569K Buy
2023
Q4
$469K Buy
2023
Q3
$316K Buy
2023
Q1
Sell
2022
Q4
$399K Buy
2022
Q2
Sell
2022
Q1
$369K Buy
2021
Q4
$219K Buy