Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$394K Hold
2025
Q1
$322K Sell
2024
Q4
$521K Sell
2024
Q3
$958K Hold
2024
Q2
$694K Hold
2024
Q1
$568K Hold
2023
Q4
$398K Hold
2023
Q3
$244K Hold
2023
Q2
$397K Hold
2023
Q1
$600K Buy
2022
Q4
$292K Hold
2022
Q3
$214K Hold
2022
Q2
$157K Hold
2022
Q1
$170K Hold
2021
Q4
$237K Hold
2021
Q3
$153K Hold
2021
Q2
$138K Hold
2021
Q1
$152K Hold
2020
Q4
$112K Buy