Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$298K Sell
2024
Q4
$361K Sell
2024
Q3
$481K Hold
2024
Q2
$516K Sell
2024
Q1
$498K Buy
2023
Q4
$577K Buy
2023
Q3
$407K Sell
2023
Q2
$392K Hold
2023
Q1
$309K Hold
2022
Q4
$270K Hold
2022
Q3
$220K Buy
2022
Q2
$280K Hold
2022
Q1
$348K Sell
2021
Q4
$483K Buy
2021
Q3
$273K Buy
2021
Q2
$203K Buy
2020
Q4
Sell
2020
Q3
$246K Buy