Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$271K Hold
2025
Q1
$291K Sell
2024
Q4
$344K Hold
2024
Q3
$334K Hold
2024
Q2
$366K Sell
2024
Q1
$361K Sell
2023
Q4
$459K Hold
2023
Q3
$480K Hold
2023
Q2
$449K Hold
2023
Q1
$414K Sell
2022
Q4
$429K Sell
2022
Q3
$642K Buy
2022
Q2
$926K Buy
2022
Q1
$922K Buy
2021
Q4
$939K Buy
2021
Q1
$922K Buy