Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$471K Sell
2025
Q1
$372K Sell
2024
Q4
$451K Buy
2024
Q3
$563K Buy
2024
Q2
$495K Buy
2024
Q1
$401K Hold
2023
Q4
$343K Buy
2023
Q3
$301K Hold
2023
Q2
$327K Sell
2023
Q1
$1.01M Sell
2022
Q4
$1.07M Buy
2022
Q3
$905K Buy
2022
Q2
$920K Sell
2022
Q1
$1.13M Buy
2021
Q4
$983K Sell
2021
Q3
$1.17M Sell
2021
Q2
$1.15M Buy