Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$440K Buy
2024
Q4
$554K Sell
2024
Q3
$701K Buy
2024
Q2
$110K Sell
2024
Q1
$633K Buy
2023
Q4
$361K Buy
2023
Q3
$204K Buy
2023
Q2
$236K Buy
2023
Q1
$60.2K Buy
2022
Q3
Sell
2022
Q2
$134K Buy
2022
Q1
$84K Buy
2021
Q4
$85K Buy
2021
Q3
$104K Sell
2021
Q2
$145K Buy
2021
Q1
$55K Buy