Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421K Buy
2025
Q1
$374K Buy
2024
Q4
$329K Sell
2024
Q3
$472K Hold
2024
Q2
$422K Sell
2024
Q1
$698K Buy
2023
Q4
$495K Buy
2023
Q3
$533K Buy
2023
Q2
$503K Buy
2023
Q1
Sell
2022
Q4
$487K Buy
2022
Q3
$417K Buy
2022
Q2
Sell
2022
Q1
$554K Sell
2021
Q4
$634K Buy