Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$360K Hold
2024
Q4
$360K Sell
2024
Q3
$404K Buy
2024
Q2
Sell
2024
Q1
$220K Sell
2023
Q4
$283K Sell
2023
Q3
$245K Buy
2022
Q3
Sell
2022
Q2
$10K Buy
2022
Q1
Sell
2021
Q4
$11K Sell
2021
Q3
$9K Buy
2021
Q2
Sell
2021
Q1
$21K Buy