Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$254K Buy
2024
Q2
Sell
2024
Q1
$1.02M Buy
2023
Q4
$260K Buy
2023
Q2
Sell
2023
Q1
$297K Sell
2022
Q4
$423K Buy
2022
Q3
Sell
2022
Q2
$266K Sell
2022
Q1
$1.04M Sell
2021
Q4
$1.11M Sell
2021
Q3
$1.19M Buy
2021
Q2
$262K Sell
2021
Q1
$2.35M Buy