Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
2023
Q2
Sell
2023
Q1
$221K Buy
2022
Q3
Sell
2022
Q2
$285K Buy
2022
Q1
$359K Hold
2021
Q4
$408K Sell
2021
Q3
$351K Sell
2021
Q2
$365K Buy
2021
Q1
$258K Buy