Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$268K Hold
2025
Q1
$308K Hold
2024
Q4
$338K Buy
2024
Q3
Sell
2024
Q2
$445K Buy
2023
Q1
Sell
2022
Q4
$276K Hold
2022
Q3
$248K Buy
2022
Q1
Sell
2021
Q4
$306K Sell
2021
Q3
$714K Buy
2021
Q2
$282K Sell
2021
Q1
$585K Sell
2020
Q4
$566K Buy