Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$357K Buy
2024
Q4
$295K Hold
2024
Q3
$297K Sell
2024
Q2
$341K Sell
2024
Q1
$445K Hold
2023
Q4
$431K Sell
2023
Q3
$381K Buy
2023
Q2
$426K Hold
2023
Q1
$396K Hold
2022
Q4
$429K Sell
2022
Q3
$395K Sell
2022
Q2
$470K Hold
2022
Q1
$512K Sell
2021
Q4
$659K Buy
2021
Q3
$257K Hold
2021
Q2
$252K Buy
2021
Q1
Sell
2020
Q4
$238K Sell
2020
Q3
$289K Buy