Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$251K Buy
2024
Q4
$323K Buy
2024
Q3
$289K Buy
2024
Q2
$211K Hold
2024
Q1
$244K Hold
2023
Q4
$223K Sell
2023
Q3
$219K Hold
2023
Q2
$250K Sell
2023
Q1
$385K Buy
2021
Q4
Sell
2021
Q3
$524K Buy
2021
Q2
$534K Buy
2021
Q1
$213K Buy
2020
Q4
Hold