Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
2025
Q1
Sell
2024
Q4
$699K Buy
2024
Q3
$450K Sell
2024
Q2
$351K Sell
2024
Q1
$315K Sell
2023
Q4
$473K Buy
2023
Q3
$440K Sell
2023
Q2
$501K Hold
2023
Q1
$397K Hold
2022
Q4
$236K Sell
2022
Q3
$532K Buy
2022
Q2
$420K Buy
2022
Q1
$596K Sell
2021
Q4
$616K Buy
2021
Q3
$427K Buy