Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
2025
Q1
$614K Buy
2024
Q4
Sell
2024
Q3
$82K Hold
2024
Q2
$70K Hold
2024
Q1
$59K Hold
2023
Q4
$54K Hold
2023
Q3
$57K Hold
2023
Q2
$58K Hold
2023
Q1
$53K Hold
2022
Q4
$49K Hold
2022
Q3
$56K Hold
2022
Q2
$43K Hold
2022
Q1
$59K Sell
2021
Q4
$480K Buy
2021
Q3
Sell
2021
Q2
$105K Buy