Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$439K Buy
2025
Q1
$226K Buy
2024
Q4
$305K Sell
2024
Q3
$350K Sell
2024
Q2
$559K Buy
2024
Q1
$633K Sell
2023
Q4
$1.03M Buy
2023
Q3
$369K Sell
2023
Q2
$995K Sell
2023
Q1
$919K Buy
2022
Q4
$376K Buy
2022
Q3
$389K Buy
2022
Q2
Sell
2022
Q1
$227K Buy
2021
Q4
Sell
2021
Q3
$626K Hold
2021
Q2
$624K Sell
2021
Q1
$658K Buy