Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$384K Buy
2024
Q4
$305K Buy
2024
Q3
$326K Sell
2024
Q2
$342K Buy
2024
Q1
$367K Sell
2023
Q4
$341K Buy
2023
Q3
$257K Buy
2023
Q2
$218K Buy
2022
Q2
Sell
2022
Q1
$234K Sell
2021
Q4
$272K Sell
2021
Q3
$1.67M Sell
2021
Q2
$1.86M Sell
2021
Q1
$2.26M Buy
2020
Q4
$232K Buy