Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$439K Hold
2025
Q1
$509K Sell
2024
Q4
$468K Sell
2024
Q3
$665K Buy
2024
Q2
$290K Hold
2024
Q1
$304K Sell
2023
Q4
$579K Hold
2023
Q3
$729K Buy
2023
Q2
$244K Buy
2022
Q3
Sell
2022
Q2
$259K Hold
2022
Q1
$225K Hold
2021
Q4
$411K Sell
2021
Q3
$296K Hold
2021
Q2
$369K Buy