Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$234K Hold
2024
Q4
$270K Sell
2024
Q3
$324K Buy
2024
Q2
Sell
2024
Q1
$303K Sell
2023
Q4
$384K Buy
2023
Q3
$295K Buy
2023
Q2
$272K Sell
2023
Q1
$220K Hold
2022
Q4
$202K Sell
2022
Q3
$256K Buy
2022
Q2
$288K Sell
2022
Q1
$375K Sell
2021
Q4
$541K Buy