Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$558K Buy
2025
Q1
$290K Sell
2024
Q4
$430K Buy
2024
Q3
$237K Hold
2024
Q2
$210K Buy
2024
Q1
Sell
2023
Q4
$258K Buy
2023
Q3
$243K Sell
2023
Q2
$262K Sell
2023
Q1
$233K Buy
2022
Q2
$254K Sell
2022
Q1
$342K Sell
2021
Q4
$398K Buy
2021
Q3
$251K Hold
2021
Q2
$220K Hold
2021
Q1
$216K Buy