Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$139K Buy
2024
Q4
$201K Sell
2024
Q3
$211K Sell
2024
Q2
$216K Sell
2024
Q1
$550K Buy
2023
Q4
$286K Buy
2023
Q3
$232K Buy
2023
Q2
$209K Sell
2023
Q1
$166K Buy
2022
Q4
Sell
2022
Q3
$91K Hold
2022
Q2
$82K Hold
2022
Q1
$96K Hold
2021
Q4
$125K Hold
2021
Q3
$131K Sell
2021
Q2
$433K Buy