Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$481K Sell
2025
Q1
$460K Sell
2024
Q4
$668K Sell
2024
Q3
$711K Buy
2024
Q2
$576K Buy
2024
Q1
$210K Sell
2023
Q4
$212K Sell
2023
Q3
$255K Buy
2023
Q1
Sell
2022
Q4
$221K Buy
2021
Q3
$351K Buy
2021
Q2
$90K Hold
2021
Q1
$89K Hold
2020
Q4
$77K Buy