Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$359K Sell
2025
Q1
$787K Sell
2024
Q4
$821K Hold
2024
Q3
$861K Sell
2024
Q2
$752K Sell
2024
Q1
$921K Sell
2023
Q4
$1.22M Buy
2023
Q3
$992K Hold
2023
Q2
$1.1M Hold
2023
Q1
$1.17M Sell
2022
Q4
$1.63M Hold
2022
Q3
$1.5M Buy
2022
Q1
$2.14M Sell
2021
Q4
$2.62M Hold
2021
Q3
$2.61M Hold
2021
Q2
$2.93M Buy