Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
2025
Q1
$420K Buy
2024
Q4
$471K Sell
2024
Q3
$448K Hold
2024
Q2
$390K Hold
2024
Q1
$340K Buy
2023
Q4
$249K Buy
2023
Q3
$226K Hold
2023
Q2
$371K Sell
2023
Q1
$302K Sell
2022
Q4
$307K Hold
2022
Q3
$228K Hold
2022
Q2
$258K Sell
2022
Q1
$348K Buy
2021
Q3
Sell
2021
Q2
$233K Hold
2021
Q1
$206K Buy