Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$126K Hold
2024
Q4
$167K Hold
2024
Q3
$194K Hold
2024
Q2
$192K Hold
2024
Q1
$255K Hold
2023
Q4
$215K Hold
2023
Q3
$182K Buy
2023
Q2
Sell
2023
Q1
$247K Sell
2022
Q4
$369K Buy
2022
Q3
$123K Hold
2022
Q2
$119K Hold
2022
Q1
$136K Hold
2021
Q4
$203K Buy
2021
Q3
Sell
2021
Q2
$1.26M Sell
2021
Q1
$3.67M Buy