Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
2025
Q1
$289K Sell
2024
Q4
$544K Buy
2024
Q3
$488K Buy
2024
Q2
$432K Sell
2024
Q1
$455K Sell
2023
Q4
$462K Buy
2023
Q3
$484K Sell
2023
Q2
$482K Buy
2023
Q1
$484K Sell
2022
Q4
$481K Buy
2022
Q3
$401K Sell
2022
Q2
$447K Sell
2022
Q1
$614K Hold
2021
Q4
$698K Buy