Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$190K Sell
2025
Q1
$166K Sell
2024
Q4
$852K Sell
2024
Q3
$1.1M Buy
2024
Q2
$675K Sell
2024
Q1
$776K Buy
2022
Q3
Sell
2022
Q2
$39K Buy
2022
Q1
$51K Buy
2021
Q4
$57K Sell
2021
Q3
$60K Sell
2021
Q2
$130K Buy
2021
Q1
$19K Buy