Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$426K Sell
2025
Q1
$370K Hold
2024
Q4
$387K Sell
2024
Q3
$531K Hold
2024
Q2
$651K Sell
2024
Q1
$625K Sell
2023
Q4
$525K Sell
2023
Q3
$544K Sell
2023
Q2
$706K Buy
2023
Q1
$533K Buy
2022
Q2
Sell
2022
Q1
$232K Hold
2021
Q4
$276K Buy