Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$101K Sell
2025
Q1
$218K Hold
2024
Q4
$325K Sell
2024
Q3
$690K Buy
2024
Q2
$477K Hold
2024
Q1
$484K Hold
2023
Q4
$470K Buy
2023
Q3
$360K Sell
2023
Q2
$477K Sell
2023
Q1
$674K Sell
2022
Q4
$1.85M Sell
2022
Q3
$1.84M Buy
2022
Q2
$1.35M Buy
2022
Q1
$989K Buy
2021
Q4
$391K Buy
2021
Q3
$251K Hold
2021
Q2
$237K Buy