Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$580K Buy
2024
Q4
Sell
2024
Q3
$454K Buy
2024
Q2
Sell
2024
Q1
$224K Sell
2023
Q4
$512K Buy
2023
Q3
Sell
2023
Q2
$892K Buy
2022
Q4
Sell
2022
Q3
$627K Buy
2022
Q2
Sell
2022
Q1
$464K Sell
2021
Q4
$1.12M Buy
2021
Q3
Sell
2021
Q2
$344K Buy