Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$423K Sell
2025
Q1
$382K Hold
2024
Q4
$435K Sell
2024
Q3
$377K Hold
2024
Q2
$638K Hold
2024
Q1
$781K Buy
2023
Q4
$97.3K Sell
2023
Q3
$77.5K Sell
2023
Q2
$288K Sell
2023
Q1
$543K Buy
2022
Q4
$214K Sell
2022
Q3
$237K Sell
2022
Q2
$893K Buy
2022
Q1
$184K Hold
2021
Q4
$193K Buy
2020
Q4
Sell
2020
Q3
$17K Buy