Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$939K Buy
2022
Q4
Sell
2022
Q3
$225K Sell
2022
Q2
$236K Hold
2022
Q1
$377K Sell
2021
Q4
$476K Sell
2021
Q3
$399K Buy
2021
Q2
$335K Buy
2021
Q1
$254K Sell
2020
Q4
$296K Buy