Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$474K Sell
2025
Q1
$439K Buy
2024
Q4
Sell
2024
Q3
$646K Buy
2023
Q4
Sell
2023
Q3
$1.18M Buy
2023
Q2
$1.16M Sell
2023
Q1
$2.54M Buy
2022
Q4
Sell
2022
Q3
$1.55M Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$453K Buy
2021
Q3
Sell
2021
Q2
$310K Buy
2021
Q1
Hold