Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$202K Hold
2025
Q1
$201K Sell
2024
Q4
$261K Hold
2024
Q3
$304K Hold
2024
Q2
$327K Sell
2024
Q1
$337K Sell
2023
Q4
$842K Buy
2023
Q3
$699K Buy
2023
Q2
$385K Sell
2023
Q1
$293K Hold
2022
Q4
$293K Sell
2022
Q3
$253K Sell
2022
Q2
$348K Sell
2022
Q1
$473K Sell
2021
Q4
$649K Buy
2021
Q3
$644K Buy