Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
2025
Q1
Sell
2024
Q4
$247K Buy
2024
Q1
Sell
2023
Q4
$377K Sell
2023
Q3
$846K Buy
2023
Q2
$484K Buy
2022
Q2
Sell
2022
Q1
$411K Buy
2021
Q4
$257K Sell
2021
Q3
$333K Buy
2021
Q1
Sell
2020
Q4
$2.73M Sell
2020
Q3
$5.95M Buy