Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$268K Sell
2025
Q1
$274K Sell
2024
Q4
$538K Hold
2024
Q3
$488K Buy
2024
Q2
$342K Hold
2024
Q1
$390K Hold
2023
Q4
$346K Buy
2023
Q3
$217K Hold
2023
Q2
$247K Hold
2023
Q1
$279K Hold
2022
Q4
$264K Hold
2022
Q3
$318K Buy
2022
Q1
$783K Sell
2021
Q4
$783K Buy
2021
Q3
$569K Buy
2021
Q2
$87K Buy