Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$198K Sell
2025
Q1
$202K Hold
2024
Q4
$414K Sell
2024
Q3
$362K Sell
2024
Q2
$324K Buy
2023
Q3
Sell
2023
Q2
$258K Buy
2023
Q1
$294K Sell
2022
Q4
$356K Buy
2022
Q2
$213K Sell
2022
Q1
$277K Sell
2021
Q4
$371K Sell
2021
Q3
$410K Sell
2021
Q2
$527K Buy
2021
Q1
$481K Buy