Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$455K Hold
2025
Q1
$428K Sell
2024
Q4
$387K Sell
2024
Q3
$604K Buy
2024
Q2
$503K Sell
2024
Q1
$497K Sell
2023
Q4
$418K Sell
2023
Q3
$336K Hold
2023
Q2
$392K Sell
2023
Q1
$341K Buy
2022
Q4
$262K Buy
2022
Q2
$223K Buy
2022
Q1
$240K Buy
2021
Q4
$333K Hold
2021
Q3
$337K Sell
2021
Q2
$305K Sell
2021
Q1
$314K Buy