Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
2025
Q1
$348K Buy
2024
Q4
$306K Hold
2024
Q3
$324K Hold
2024
Q2
$242K Sell
2024
Q1
$258K Sell
2023
Q4
$355K Hold
2023
Q3
$304K Hold
2023
Q2
$325K Hold
2023
Q1
$341K Hold
2022
Q4
$389K Sell
2022
Q3
$679K Sell
2022
Q2
$820K Buy
2022
Q1
$933K Buy
2021
Q4
$700K Buy