Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$402K Buy
2025
Q1
$382K Sell
2024
Q4
$344K Sell
2024
Q3
$364K Hold
2024
Q2
$316K Hold
2024
Q1
$291K Hold
2023
Q4
$277K Buy
2023
Q3
$220K Sell
2023
Q2
$239K Buy
2023
Q1
$278K Buy
2022
Q4
$265K Buy
2022
Q3
$221K Buy
2022
Q2
$307K Sell
2022
Q1
$341K Buy
2021
Q4
$355K Sell
2021
Q3
$458K Sell
2021
Q2
$629K Buy
2021
Q1
$627K Hold
2020
Q4
$595K Buy