Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
2025
Q1
$262K Sell
2024
Q4
$341K Sell
2024
Q3
$353K Buy
2024
Q2
$510K Sell
2024
Q1
$403K Buy
2023
Q4
$460K Buy
2023
Q3
$224K Hold
2023
Q2
$298K Buy
2023
Q1
$150K Buy
2022
Q1
Sell
2021
Q4
$222K Sell
2021
Q3
$366K Sell
2021
Q2
$339K Sell
2021
Q1
$522K Buy
2020
Q4
$490K Sell
2020
Q3
$269K Buy
2020
Q2
$232K Buy