Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$359K Buy
2025
Q1
Sell
2024
Q4
$428K Buy
2024
Q3
Sell
2024
Q2
$454K Sell
2024
Q1
$765K Hold
2023
Q4
$844K Hold
2023
Q3
$678K Hold
2023
Q2
$870K Sell
2023
Q1
$1.89M Hold
2022
Q4
$1.86M Buy
2021
Q4
Sell
2021
Q3
$1.61M Buy
2021
Q2
$710K Hold
2021
Q1
$970K Buy