Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$177K Buy
2023
Q4
$53K Sell
2023
Q3
$480K Buy
2022
Q4
Sell
2022
Q3
$25K Buy
2022
Q2
Sell
2022
Q1
$494K Buy
2021
Q4
$80K Sell
2021
Q3
$345K Sell
2021
Q2
$433K Buy
2020
Q3
Sell
2020
Q2
$345K Buy