Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
2025
Q1
$320K Sell
2024
Q4
$423K Sell
2024
Q3
$464K Buy
2024
Q2
$307K Buy
2024
Q1
$297K Sell
2023
Q4
$283K Buy
2023
Q3
$240K Sell
2023
Q2
$270K Buy
2023
Q1
$231K Buy
2022
Q4
$211K Sell
2022
Q3
$234K Buy
2022
Q2
$259K Hold
2022
Q1
$250K Hold
2021
Q4
$240K Sell
2021
Q3
$241K Buy
2021
Q2
$224K Buy
2021
Q1
$225K Buy