Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$310K Hold
2025
Q1
$276K Sell
2024
Q4
$389K Sell
2024
Q3
$381K Buy
2024
Q2
$340K Buy
2024
Q1
$357K Buy
2023
Q4
$361K Sell
2023
Q3
$498K Buy
2023
Q2
$390K Sell
2023
Q1
$401K Sell
2022
Q4
$374K Sell
2022
Q3
$423K Sell
2022
Q2
$504K Sell
2022
Q1
$656K Buy
2021
Q4
$604K Buy