Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$229K Buy
2024
Q3
Sell
2024
Q2
$587K Sell
2024
Q1
$670K Hold
2023
Q4
$590K Sell
2023
Q3
$622K Hold
2023
Q2
$606K Hold
2023
Q1
$623K Hold
2022
Q4
$645K Hold
2022
Q3
$503K Hold
2022
Q2
$545K Hold
2022
Q1
$693K Sell
2021
Q4
$779K Buy
2021
Q3
$674K Sell
2021
Q2
$664K Hold
2021
Q1
$604K Hold
2020
Q4
$458K Hold
2020
Q3
$310K Buy