Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Hold
2025
Q1
$245K Buy
2024
Q4
$257K Hold
2024
Q3
$258K Sell
2024
Q2
$208K Hold
2024
Q1
$226K Sell
2023
Q4
$508K Sell
2023
Q3
$435K Sell
2023
Q2
$403K Sell
2023
Q1
$422K Sell
2022
Q4
$262K Sell
2022
Q3
$372K Buy
2022
Q1
Sell
2021
Q4
$527K Buy
2021
Q3
$348K Buy
2021
Q1
Sell
2020
Q4
$1.02M Buy