Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$364K Buy
2025
Q1
$348K Hold
2024
Q4
$404K Hold
2024
Q3
$470K Hold
2024
Q2
$504K Hold
2024
Q1
$458K Hold
2023
Q4
$542K Sell
2023
Q3
$489K Hold
2023
Q2
$469K Hold
2023
Q1
$370K Buy
2022
Q4
$254K Sell
2022
Q3
$225K Sell
2022
Q2
$369K Sell
2022
Q1
$523K Sell
2021
Q4
$702K Buy