Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$664K Buy
2025
Q1
$404K Hold
2024
Q4
$446K Sell
2024
Q3
$716K Sell
2024
Q2
$569K Buy
2024
Q1
$503K Sell
2023
Q4
$522K Buy
2023
Q3
$179K Sell
2023
Q2
$451K Sell
2023
Q1
$318K Hold
2022
Q4
$363K Buy
2022
Q2
Sell
2022
Q1
$59K Buy
2021
Q4
$47K Hold
2021
Q3
$56K Buy