Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$190K Buy
2025
Q1
Sell
2024
Q4
$86.9K Buy
2024
Q1
Sell
2023
Q4
$88.7K Sell
2023
Q3
$181K Sell
2023
Q2
$303K Sell
2023
Q1
$440K Buy
2022
Q4
$466K Buy
2022
Q3
$78K Sell
2022
Q2
$98K Buy
2022
Q1
$116K Buy
2021
Q4
$51K Buy
2021
Q2
Sell
2021
Q1
$97K Buy