Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
2025
Q1
$210K Sell
2024
Q4
$444K Buy
2024
Q3
$211K Buy
2022
Q4
Sell
2022
Q3
$299K Sell
2022
Q2
$573K Buy
2022
Q1
$696K Sell
2021
Q4
$896K Sell
2021
Q3
$806K Sell
2021
Q2
$742K Buy
2021
Q1
$532K Sell
2020
Q4
$619K Sell
2020
Q3
$461K Sell
2020
Q2
$463K Buy