Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$400K Hold
2024
Q4
$351K Hold
2024
Q3
$382K Hold
2024
Q2
$403K Hold
2024
Q1
$447K Sell
2023
Q4
$593K Hold
2023
Q3
$542K Sell
2023
Q2
$629K Sell
2023
Q1
$841K Buy
2022
Q4
$820K Hold
2022
Q3
$764K Buy
2022
Q2
$941K Sell
2022
Q1
$1.59M Buy
2021
Q4
$1.31M Buy