Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$656K Buy
2024
Q4
$553K Sell
2024
Q3
$615K Sell
2024
Q2
$542K Buy
2024
Q1
$566K Hold
2023
Q4
$482K Buy
2023
Q3
$261K Hold
2023
Q2
$236K Hold
2023
Q1
$280K Hold
2022
Q4
$283K Hold
2022
Q3
$235K Hold
2022
Q2
$268K Sell
2022
Q1
$287K Buy
2021
Q4
$220K Buy