Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$40.5K Sell
2024
Q4
$436K Sell
2024
Q3
$333K Buy
2024
Q2
$350K Buy
2022
Q4
Sell
2022
Q3
$611K Sell
2022
Q2
$897K Sell
2022
Q1
$2.02M Sell
2021
Q4
$3.84M Buy