Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
2025
Q1
Sell
2024
Q4
$295K Hold
2024
Q3
$345K Sell
2024
Q2
$298K Hold
2024
Q1
$372K Buy
2023
Q4
$429K Hold
2023
Q3
$378K Sell
2023
Q2
$455K Buy
2023
Q1
$506K Sell
2022
Q4
$487K Hold
2022
Q3
$346K Sell
2022
Q2
$436K Hold
2022
Q1
$575K Sell
2021
Q4
$783K Buy
2021
Q1
$575K Buy