Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$223K Sell
2024
Q4
$276K Hold
2024
Q3
$378K Sell
2024
Q2
$420K Buy
2024
Q1
$440K Buy
2023
Q4
$367K Hold
2023
Q3
$320K Buy
2023
Q2
$261K Sell
2023
Q1
$230K Hold
2022
Q4
$209K Buy
2022
Q3
Sell
2022
Q2
$233K Sell
2022
Q1
$262K Sell
2021
Q4
$338K Sell
2021
Q3
$287K Buy