Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
2025
Q1
$362K Buy
2024
Q4
$306K Buy
2024
Q3
$202K Sell
2024
Q2
$271K Sell
2024
Q1
$458K Hold
2023
Q4
$458K Buy
2023
Q3
$309K Sell
2023
Q2
$723K Sell
2023
Q1
$634K Buy
2020
Q2
Sell
2020
Q1
$29K Buy