Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$60K Buy
2025
Q1
Sell
2024
Q4
$99K Buy
2023
Q1
Sell
2022
Q4
$483K Buy
2022
Q3
$123K Sell
2022
Q2
$416K Buy
2022
Q1
Sell
2021
Q4
$924K Buy
2021
Q3
$728K Buy