Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$466K Hold
2025
Q1
$298K Hold
2024
Q4
$355K Sell
2024
Q3
$727K Buy
2024
Q2
$342K Hold
2024
Q1
$304K Hold
2023
Q4
$255K Sell
2023
Q3
$280K Hold
2023
Q2
$315K Sell
2023
Q1
$267K Hold
2022
Q4
$235K Sell
2022
Q3
$203K Hold
2022
Q2
$232K Sell
2022
Q1
$353K Buy
2021
Q4
$211K Hold
2021
Q3
$211K Buy
2021
Q2
Sell
2021
Q1
$205K Buy