Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$460K Buy
2022
Q4
Sell
2022
Q3
$98K Buy
2022
Q2
$25K Buy
2022
Q1
Sell
2021
Q4
$300K Sell
2021
Q3
$1.58M Buy
2021
Q1
Sell
2020
Q4
$909K Buy