Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
2025
Q1
$183K Buy
2024
Q4
$156K Buy
2024
Q3
$124K Sell
2024
Q2
$107K Sell
2024
Q1
$173K Buy
2023
Q4
$176K Sell
2023
Q3
$375K Sell
2023
Q2
$536K Sell
2023
Q1
$525K Sell
2022
Q4
$640K Sell
2022
Q3
$1.49M Sell
2022
Q2
$1.46M Buy
2022
Q1
$1.67M Sell
2021
Q4
$2.21M Buy