Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$155K Buy
2024
Q3
$131K Buy
2024
Q2
$169K Buy
2023
Q3
$190K Buy
2023
Q2
$172K Sell
2023
Q1
$292K Buy
2022
Q4
$213K Buy
2022
Q3
Sell
2022
Q2
$125K Buy
2022
Q1
Sell
2021
Q4
$342K Buy
2021
Q3
$183K Sell
2021
Q2
$218K Sell
2021
Q1
$307K Buy
2020
Q4
Sell
2020
Q3
$329K Sell
2020
Q2
$4.4M Buy