Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
2025
Q1
$466K Hold
2024
Q4
$419K Hold
2024
Q3
$477K Hold
2024
Q2
$439K Hold
2024
Q1
$464K Hold
2023
Q4
$411K Hold
2023
Q3
$372K Hold
2023
Q2
$381K Hold
2023
Q1
$355K Sell
2022
Q4
$962K Sell
2022
Q3
$1.86M Sell
2022
Q2
$2M Sell
2022
Q1
$2.73M Buy
2021
Q4
$2.62M Sell
2021
Q3
$2.27M Sell
2021
Q2
$2.82M Buy
2021
Q1
$1.4M Buy