Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$203K Buy
2024
Q3
Sell
2024
Q2
$535K Hold
2024
Q1
$562K Sell
2023
Q4
$570K Buy
2023
Q3
$605K Sell
2023
Q2
$591K Buy
2023
Q1
$585K Buy
2022
Q4
$527K Buy
2022
Q3
$424K Sell
2022
Q2
$470K Sell
2022
Q1
$631K Buy
2021
Q4
$254K Buy
2021
Q2
Sell
2021
Q1
$239K Buy
2020
Q1
Sell
2019
Q4
$222K Buy