Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$316K Sell
2025
Q1
$296K Buy
2024
Q4
$242K Sell
2024
Q3
$726K Sell
2024
Q2
$833K Hold
2024
Q1
$706K Sell
2023
Q4
$599K Sell
2023
Q3
$503K Sell
2023
Q2
$542K Sell
2023
Q1
$493K Buy
2022
Q4
$439K Buy
2022
Q3
$311K Buy
2022
Q2
$314K Sell
2022
Q1
$577K Buy
2021
Q4
$227K Sell
2021
Q3
$280K Buy
2021
Q2
$271K Buy