Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$191K Sell
2025
Q1
$282K Sell
2024
Q4
$689K Buy
2024
Q3
$310K Sell
2024
Q2
$371K Sell
2024
Q1
$400K Sell
2023
Q4
$888K Buy
2023
Q3
$569K Sell
2023
Q2
$636K Buy
2023
Q1
$490K Hold
2022
Q4
$291K Buy
2022
Q3
Sell
2022
Q2
$531K Buy
2022
Q1
$283K Buy
2021
Q4
Sell
2021
Q3
$461K Buy
2021
Q2
$228K Hold
2021
Q1
$224K Sell
2020
Q4
$237K Buy