Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$339K Sell
2025
Q1
$345K Sell
2024
Q4
$346K Sell
2024
Q3
$427K Sell
2024
Q2
$455K Sell
2024
Q1
$547K Sell
2023
Q4
$605K Hold
2023
Q3
$518K Sell
2023
Q2
$625K Sell
2023
Q1
$690K Sell
2022
Q4
$802K Buy
2022
Q3
$722K Sell
2022
Q2
$855K Buy
2022
Q1
$978K Buy
2021
Q4
$1.13M Buy