Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$370K Buy
2024
Q4
$376K Sell
2024
Q3
$449K Sell
2024
Q2
$418K Buy
2024
Q1
$461K Buy
2023
Q4
$410K Sell
2023
Q3
$371K Buy
2023
Q2
$410K Sell
2023
Q1
$430K Hold
2022
Q4
$425K Buy
2022
Q3
$383K Sell
2022
Q2
$467K Buy
2022
Q1
$442K Hold
2021
Q4
$425K Sell
2021
Q3
$451K Buy