Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$432K Sell
2025
Q1
$550K Hold
2024
Q4
$649K Buy
2024
Q3
$457K Buy
2024
Q2
$351K Buy
2024
Q1
$218K Sell
2023
Q4
$218K Sell
2023
Q3
$202K Sell
2023
Q2
$260K Sell
2023
Q1
$274K Buy
2022
Q4
$238K Sell
2022
Q3
$230K Sell
2022
Q2
$364K Sell
2022
Q1
$423K Buy
2021
Q4
$423K Sell
2021
Q3
$355K Buy
2021
Q1
$527K Buy