Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$298K Sell
2025
Q1
$352K Hold
2024
Q4
$447K Hold
2024
Q3
$382K Buy
2024
Q2
$315K Hold
2024
Q1
$284K Sell
2023
Q4
$320K Buy
2023
Q3
$238K Hold
2023
Q2
$292K Hold
2023
Q1
$326K Hold
2022
Q4
$240K Buy
2022
Q2
Sell
2022
Q1
$266K Sell
2021
Q4
$249K Sell
2021
Q3
$342K Buy
2021
Q2
$403K Buy