Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$285K Hold
2025
Q1
$283K Hold
2024
Q4
$328K Sell
2024
Q3
$412K Sell
2024
Q2
$507K Sell
2024
Q1
$485K Sell
2023
Q4
$681K Buy
2023
Q3
$542K Hold
2023
Q2
$520K Sell
2023
Q1
$423K Hold
2022
Q4
$369K Sell
2022
Q3
$318K Sell
2022
Q2
$481K Sell
2022
Q1
$664K Sell
2021
Q4
$883K Sell
2021
Q3
$915K Buy
2021
Q2
$888K Sell
2021
Q1
$816K Buy
2020
Q4
$413K Buy