Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$218K Buy
2022
Q2
Sell
2022
Q1
$287K Buy
2021
Q4
$329K Buy
2021
Q3
$319K Buy
2021
Q2
$237K Sell
2021
Q1
$220K Buy
2020
Q4
$229K Buy