Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$195K Buy
2024
Q3
Sell
2024
Q2
$369K Buy
2023
Q2
Sell
2023
Q1
$413K Sell
2022
Q4
$520K Buy
2022
Q3
Sell
2022
Q2
$1.3M Buy
2021
Q4
Sell
2021
Q3
$355K Buy
2021
Q2
$252K Buy