Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$323K Hold
2025
Q1
$311K Sell
2024
Q4
$329K Sell
2024
Q3
$357K Buy
2024
Q2
$255K Sell
2024
Q1
$254K Sell
2023
Q4
$432K Buy
2023
Q3
$198K Sell
2023
Q2
$326K Buy
2023
Q1
$332K Buy
2022
Q4
$342K Sell
2022
Q3
$399K Buy
2022
Q2
$455K Buy
2022
Q1
$486K Buy
2021
Q4
$537K Buy
2021
Q3
$475K Buy