Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$385K Buy
2025
Q1
$382K Buy
2024
Q4
$407K Buy
2024
Q3
$399K Hold
2024
Q2
$394K Sell
2024
Q1
$492K Sell
2023
Q4
$388K Sell
2023
Q3
$369K Buy
2023
Q2
$356K Sell
2023
Q1
$315K Sell
2022
Q4
$300K Buy
2022
Q3
$230K Buy
2022
Q2
$225K Sell
2022
Q1
$243K Buy
2021
Q4
$225K Buy
2021
Q3
Sell
2021
Q2
$216K Buy
2021
Q1
$221K Buy