Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$137K Buy
2024
Q3
Sell
2024
Q2
$840K Buy
2024
Q1
$258K Buy
2023
Q4
$227K Hold
2023
Q3
$161K Buy
2022
Q3
Sell
2022
Q2
$271K Buy
2021
Q4
Sell
2021
Q3
$299K Sell
2021
Q2
$407K Buy
2021
Q1
$230K Buy