Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$386K Buy
2024
Q4
$354K Sell
2024
Q3
$538K Buy
2024
Q2
$535K Hold
2024
Q1
$635K Sell
2023
Q4
$553K Sell
2023
Q3
$557K Buy
2023
Q2
$387K Sell
2023
Q1
$355K Sell
2022
Q4
$541K Buy
2022
Q3
$434K Buy
2022
Q2
Sell
2022
Q1
$329K Hold
2021
Q4
$398K Hold
2021
Q3
$435K Hold
2021
Q2
$422K Hold
2021
Q1
$392K Hold
2020
Q4
$432K Buy