Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$457K Buy
2024
Q4
$317K Buy
2024
Q3
$236K Buy
2022
Q1
Sell
2021
Q4
$543K Sell
2021
Q3
$1M Sell
2021
Q2
$1.28M Buy
2021
Q1
$1.2M Buy