Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$293K Sell
2025
Q1
$310K Sell
2024
Q4
$344K Sell
2024
Q3
$348K Hold
2024
Q2
$297K Sell
2024
Q1
$399K Buy
2023
Q4
$333K Sell
2023
Q3
$316K Sell
2023
Q2
$317K Sell
2023
Q1
$305K Sell
2022
Q4
$363K Buy
2022
Q3
$276K Buy
2022
Q2
$203K Buy
2020
Q1
Sell
2019
Q4
$382K Buy