Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
2025
Q1
$275K Buy
2024
Q4
$156K Buy
2024
Q3
$141K Hold
2024
Q2
$124K Hold
2024
Q1
$120K Sell
2023
Q4
$111K Sell
2023
Q3
$406K Sell
2023
Q2
$483K Buy
2023
Q1
$429K Sell
2022
Q4
$350K Buy
2022
Q3
$208K Hold
2022
Q2
$232K Sell
2022
Q1
$347K Buy
2021
Q4
$426K Buy