Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$267K Hold
2025
Q1
$279K Sell
2024
Q4
$329K Buy
2024
Q3
$357K Hold
2024
Q2
$345K Hold
2024
Q1
$342K Sell
2023
Q4
$383K Sell
2023
Q3
$453K Hold
2023
Q2
$501K Hold
2023
Q1
$557K Buy
2022
Q4
$700K Buy
2022
Q3
$586K Hold
2022
Q2
$702K Hold
2022
Q1
$693K Hold
2021
Q4
$790K Hold
2021
Q3
$576K Sell
2021
Q2
$536K Buy
2021
Q1
$485K Sell
2020
Q4
$506K Buy