Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$131K Sell
2025
Q1
$254K Sell
2024
Q4
$406K Buy
2024
Q3
$252K Sell
2024
Q2
$449K Sell
2024
Q1
$953K Sell
2023
Q4
$1.17M Sell
2023
Q3
$1.22M Buy
2023
Q2
$506K Buy
2023
Q1
$319K Sell
2022
Q4
$332K Hold
2022
Q3
$272K Buy
2022
Q2
$242K Buy
2022
Q1
$254K Sell
2021
Q4
$356K Buy