Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$413K Buy
2025
Q1
$426K Buy
2024
Q4
$335K Sell
2024
Q3
$407K Buy
2024
Q2
$348K Sell
2024
Q1
$384K Sell
2023
Q4
$368K Hold
2023
Q3
$339K Sell
2023
Q2
$500K Buy
2023
Q1
$249K Sell
2022
Q4
$374K Buy
2022
Q3
$286K Sell
2022
Q2
$328K Buy
2022
Q1
$344K Hold
2021
Q4
$310K Hold
2021
Q3
$279K Sell
2021
Q2
$269K Buy
2020
Q1
Sell
2019
Q4
$273K Buy