Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$489K Sell
2025
Q1
$372K Buy
2024
Q4
$342K Sell
2024
Q3
$427K Hold
2024
Q2
$455K Sell
2024
Q1
$386K Buy
2023
Q4
$319K Buy
2023
Q3
$249K Hold
2023
Q2
$263K Hold
2023
Q1
$217K Hold
2022
Q4
$205K Buy
2022
Q1
Sell
2021
Q4
$230K Buy