Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
2024
Q4
Sell
2024
Q3
$447K Buy
2024
Q2
Sell
2024
Q1
$407K Sell
2023
Q4
$399K Sell
2023
Q3
$322K Buy
2023
Q2
Sell
2023
Q1
$236K Sell
2022
Q4
$243K Sell
2022
Q3
$212K Sell
2022
Q2
$298K Buy
2022
Q1
$322K Buy
2021
Q1
$575K Buy
2020
Q4
$380K Buy