Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$236K Hold
2025
Q1
$193K Sell
2024
Q4
$266K Buy
2024
Q3
$283K Hold
2024
Q2
$232K Sell
2024
Q1
$363K Sell
2023
Q4
$494K Sell
2023
Q3
$741K Buy
2023
Q2
$788K Buy
2023
Q1
$627K Sell
2022
Q4
$590K Hold
2022
Q3
$633K Buy
2022
Q2
$402K Buy
2022
Q1
$440K Buy
2021
Q4
$216K Sell
2021
Q3
$242K Sell
2021
Q2
$284K Buy