Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$153K Buy
2024
Q4
$138K Sell
2024
Q3
$179K Buy
2024
Q2
$148K Buy
2023
Q2
Sell
2023
Q1
$248K Sell
2022
Q4
$493K Sell
2022
Q3
$797K Sell
2022
Q2
$657K Buy
2022
Q1
$877K Buy
2021
Q4
$1.14M Sell
2021
Q3
$1.34M Buy
2021
Q2
$966K Buy