Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
2025
Q1
$630K Sell
2024
Q4
$1.61M Sell
2024
Q3
$1.34M Buy
2024
Q2
$402K Buy
2023
Q4
Hold
2023
Q3
Hold
2023
Q2
Sell
2023
Q1
$55K Buy
2022
Q4
$20K Sell
2022
Q3
$213K Buy
2022
Q2
$117K Sell
2022
Q1
$1.03M Buy
2021
Q4
$835K Buy
2021
Q3
$742K Buy