Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$309K Hold
2024
Q4
$433K Sell
2024
Q3
$416K Hold
2024
Q2
$452K Hold
2024
Q1
$557K Buy
2023
Q4
$403K Sell
2023
Q3
$367K Sell
2023
Q2
$549K Buy
2023
Q1
$432K Buy
2022
Q4
$241K Sell
2022
Q3
$287K Buy
2022
Q2
$273K Sell
2022
Q1
$445K Sell
2021
Q4
$620K Hold
2021
Q3
$438K Buy
2018
Q4
Sell
2018
Q3
$350K Buy
2018
Q2
$369K Buy