Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$330K Sell
2025
Q1
$359K Hold
2024
Q4
$396K Hold
2024
Q3
$434K Hold
2024
Q2
$458K Hold
2024
Q1
$416K Sell
2023
Q4
$452K Sell
2023
Q3
$552K Sell
2023
Q2
$618K Sell
2023
Q1
$694K Buy
2022
Q4
$761K Buy
2022
Q2
$750K Sell
2022
Q1
$770K Sell
2021
Q4
$1.09M Buy
2021
Q3
$642K Sell
2021
Q2
$609K Sell
2021
Q1
$576K Buy