Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$413K Sell
2025
Q1
$363K Sell
2024
Q4
$368K Buy
2024
Q3
$326K Buy
2024
Q2
$249K Sell
2024
Q1
$634K Buy
2023
Q4
$538K Buy
2023
Q3
$460K Buy
2023
Q1
Sell
2022
Q4
$204K Buy
2022
Q3
Sell
2022
Q2
$507K Buy
2021
Q4
Sell
2021
Q3
$248K Hold
2021
Q2
$262K Sell
2021
Q1
$248K Buy
2020
Q4
$225K Buy