Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$261K Sell
2024
Q4
$401K Buy
2024
Q3
$353K Hold
2024
Q2
$273K Sell
2024
Q1
$324K Sell
2023
Q4
$310K Buy
2023
Q3
$221K Buy
2023
Q2
$222K Sell
2023
Q1
$240K Buy
2022
Q2
Sell
2022
Q1
$201K Sell
2021
Q4
$301K Buy
2021
Q3
$230K Buy
2021
Q2
$234K Buy