Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$293K Hold
2025
Q1
$266K Hold
2024
Q4
$243K Hold
2024
Q3
$256K Hold
2024
Q2
$211K Sell
2024
Q1
$213K Sell
2023
Q4
$210K Sell
2023
Q3
$303K Sell
2023
Q2
$405K Sell
2023
Q1
$442K Sell
2022
Q4
$418K Buy
2022
Q3
$335K Buy
2022
Q2
$326K Sell
2022
Q1
$488K Buy
2021
Q4
$517K Buy
2021
Q3
$485K Buy
2021
Q2
$425K Buy
2021
Q1
$225K Buy