Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
2025
Q1
$385K Buy
2024
Q4
$313K Hold
2024
Q3
$348K Hold
2024
Q2
$302K Sell
2024
Q1
$388K Sell
2023
Q4
$343K Buy
2023
Q3
$329K Buy
2023
Q2
$224K Hold
2023
Q1
$265K Sell
2022
Q4
$303K Buy
2022
Q3
Sell
2022
Q2
$282K Buy
2022
Q1
Sell
2021
Q4
$200K Buy
2021
Q3
Sell
2021
Q2
$166K Buy