Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
2025
Q1
$361K Buy
2024
Q4
$302K Sell
2024
Q3
$622K Hold
2024
Q2
$540K Hold
2024
Q1
$574K Hold
2023
Q4
$488K Hold
2023
Q3
$458K Hold
2023
Q2
$424K Hold
2023
Q1
$502K Hold
2022
Q4
$509K Hold
2022
Q3
$423K Hold
2022
Q2
$482K Sell
2022
Q1
$513K Sell
2021
Q4
$483K Buy