Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$330K Buy
2025
Q1
$286K Sell
2024
Q4
$501K Sell
2024
Q3
$548K Hold
2024
Q2
$484K Sell
2024
Q1
$919K Buy
2023
Q4
$247K Sell
2023
Q3
$465K Sell
2023
Q2
$634K Buy
2023
Q1
$630K Buy
2022
Q4
$487K Hold
2022
Q3
$401K Hold
2022
Q2
$434K Sell
2022
Q1
$622K Sell
2021
Q4
$778K Buy