Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
2025
Q1
$325K Sell
2024
Q4
$436K Sell
2024
Q3
$641K Sell
2024
Q2
$778K Sell
2024
Q1
$878K Sell
2023
Q4
$862K Buy
2023
Q3
$753K Buy
2023
Q2
$755K Sell
2023
Q1
$784K Hold
2022
Q4
$784K Sell
2022
Q3
$686K Sell
2022
Q2
$827K Buy
2022
Q1
$1.01M Buy
2021
Q4
$875K Sell
2021
Q3
$902K Buy