Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$332K Sell
2025
Q1
$232K Hold
2024
Q4
$260K Hold
2024
Q3
$257K Hold
2024
Q2
$276K Hold
2024
Q1
$256K Hold
2023
Q4
$354K Buy
2022
Q2
Sell
2022
Q1
$2.35M Buy
2021
Q4
$3.8M Buy
2021
Q3
$6M Sell
2021
Q2
$11.4M Buy