Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$207K Buy
2023
Q1
Sell
2022
Q4
$23.3K Sell
2022
Q3
$657K Buy
2022
Q2
$113K Buy
2022
Q1
Hold
2021
Q4
Sell
2021
Q3
$54K Sell
2021
Q2
$1.38M Buy
2021
Q1
Sell
2020
Q4
$228K Buy