Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$161K Buy
2023
Q1
Sell
2022
Q4
$384K Sell
2022
Q3
$466K Buy
2022
Q2
$300K Buy
2022
Q1
$369K Buy
2021
Q4
$440K Buy
2021
Q3
$471K Buy
2021
Q2
$289K Sell
2021
Q1
$297K Sell
2020
Q4
$463K Buy
2020
Q3
$318K Buy