Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$233K Sell
2024
Q4
$420K Hold
2024
Q3
$403K Hold
2024
Q2
$437K Hold
2024
Q1
$539K Sell
2023
Q4
$482K Hold
2023
Q3
$439K Hold
2023
Q2
$377K Sell
2023
Q1
$342K Buy
2022
Q2
Sell
2022
Q1
$226K Buy
2021
Q4
$295K Hold
2021
Q3
$209K Buy
2021
Q2
Sell
2021
Q1
$202K Sell
2020
Q4
$226K Buy