Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$227K Hold
2024
Q4
$225K Buy
2023
Q4
Sell
2023
Q3
$937K Buy
2023
Q2
$910K Sell
2023
Q1
$893K Buy
2022
Q3
Sell
2022
Q2
$353K Sell
2022
Q1
$449K Sell
2021
Q4
$613K Buy
2021
Q3
$392K Sell
2021
Q2
$1.16M Sell
2021
Q1
$1.1M Sell
2020
Q4
$1.68M Buy