Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
2025
Q1
$257K Buy
2024
Q4
$245K Sell
2024
Q3
$401K Sell
2024
Q2
$519K Sell
2024
Q1
$572K Buy
2023
Q4
$436K Buy
2023
Q3
$462K Sell
2023
Q2
$451K Buy
2023
Q1
$437K Hold
2022
Q4
$398K Hold
2022
Q3
$334K Hold
2022
Q2
$356K Sell
2022
Q1
$471K Hold
2021
Q4
$535K Buy