Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$333K Hold
2025
Q1
$353K Hold
2024
Q4
$321K Hold
2024
Q3
$307K Hold
2024
Q2
$271K Hold
2024
Q1
$281K Sell
2023
Q4
$303K Sell
2023
Q3
$400K Buy
2023
Q2
$342K Sell
2023
Q1
$359K Sell
2022
Q4
$417K Sell
2022
Q3
$416K Sell
2022
Q2
$431K Sell
2022
Q1
$517K Sell
2021
Q4
$677K Sell
2021
Q3
$609K Sell
2021
Q2
$586K Sell
2021
Q1
$609K Buy