Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$497K Hold
2025
Q1
$438K Sell
2024
Q4
$421K Hold
2024
Q3
$392K Buy
2024
Q2
$344K Sell
2024
Q1
$342K Hold
2023
Q4
$271K Hold
2023
Q3
$227K Buy
2023
Q2
$233K Hold
2023
Q1
$216K Buy
2022
Q3
Sell
2022
Q2
$181K Sell
2022
Q1
$784K Buy
2021
Q4
$981K Buy
2021
Q3
$907K Buy
2021
Q2
$933K Sell
2021
Q1
$821K Buy
2020
Q4
$830K Buy