Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$366K Buy
2025
Q1
$217K Sell
2024
Q4
$245K Sell
2024
Q3
$374K Sell
2024
Q2
$394K Buy
2024
Q1
$424K Buy
2023
Q4
$367K Sell
2023
Q3
$347K Buy
2022
Q1
Sell
2021
Q4
$216K Sell
2021
Q3
$244K Hold
2021
Q2
$234K Buy