Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$457K Hold
2025
Q1
$447K Hold
2024
Q4
$360K Hold
2024
Q3
$356K Hold
2024
Q2
$302K Hold
2024
Q1
$278K Hold
2023
Q4
$265K Sell
2023
Q3
$677K Sell
2023
Q2
$803K Sell
2023
Q1
$1.21M Buy
2022
Q4
$747K Buy
2022
Q3
$627K Sell
2022
Q2
$881K Sell
2022
Q1
$1M Sell
2021
Q4
$1.75M Buy