Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
2025
Q1
$410K Sell
2024
Q4
$391K Hold
2024
Q3
$377K Sell
2024
Q2
$333K Sell
2024
Q1
$383K Sell
2023
Q4
$335K Buy
2023
Q3
$276K Hold
2023
Q2
$294K Buy
2023
Q1
$267K Hold
2022
Q4
$255K Hold
2022
Q3
$227K Sell
2022
Q2
$235K Sell
2022
Q1
$368K Hold
2021
Q4
$368K Buy